A Special Needs Trust (SNT) is a trust designed to preserve government benefits for disabled individuals. There are two types of SNTs: (1) a first-person special needs trust which shelters an individual in possession of funds received either through a settlement or
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It is not uncommon for estate planning and probate attorneys to encounter cases where an individual dies without a Will because they believed that everything they have will go to their beloved cousin- the only family they ever knew or that is
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It’s graduation season and an exciting time for grads and their parents. Soon they will be off to college and embarking on new adventures and have new responsibilities. They will pick classes, decide how late to stay up since mom or dad
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If you are a homeowner, it is likely that at some point you will think of downsizing. This may occur when the kids are grown or when you no longer need to live in a large home with a backyard. However, before
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At Chauvel & Glatt, we encounter clients that are halfway through the administration of an estate and realized they made the mistake of representing themselves. For every single one of these cases, the administrator starts off with the best intentions thinking that
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In the current real estate market, it is difficult if not impossible for young individuals to purchase a home on their own. Often times, parents will step in to help by selling or gifting one of their homes to their child. This is a
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Typically, a conservatorship is necessary when a Conservatee did not create a proper and complete estate plan. By failing to do so, a family member must then obtain a court order so he or she can manage the Conservatee’s financial affairs and
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We often encounter married clients who have revocable trusts prepared years ago which mandate creation of multiple trusts at the death of the first spouse (Decedent’s, Marital and Survivor’s Trusts). Prior to 2011, this set up was necessary to protect the deceased spouse’s federal
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Digital assets as defined in the California Probate Code are “electronic record(s) in which an individual has a right or interest.” Cal. Probate Code §871(h) These accounts include your personal data stored in your computer or other digital devices, and your email accounts, blogs, or accounts
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A properly prepared estate plan will allow you to designate specific beneficiaries for all your assets, appoint trustees to manage your assets in case of death or incapacity, appoint guardians over your minor children, and appoint agents for your Powers of Attorney for Health
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