Category Archives: Elder Law

Article: “California Medi-Cal Asset Limit Increasing for Seniors and People with Disabilities”, Effective July 1, 2022

Elder Law, Estate Planning, Health Care, Living Trust

California Advocates for Nursing Home Reform (known as “CANHR”) is a highly respected California nonprofit with clear and concise educational resources regarding Medi-Cal. If you would like to learn more abut how the Medi-Cal Asset limit is increasing, check out this CANHR link: http://canhr.org/factsheets/medi-cal_fs/PDFs/FS_Medi-Cal_Asset_Limit_Change.pdf Copyright 2022 Phillips Law Offices, A Professional Corporation

Your Family Tree: Due Process in Estate Administration, Trust Administration, and Conservatorships

Conservatorship, Elder Law, Estate Planning, Family, Probate, Trust Administration

Due process and California law requires that your closest blood relatives* be notified by the person in charge of your estate if you died or became incompetent in each of these California contexts: If probate is required because you died without a will, your administrator must notify your heirs, as your heirs are those who … Continue reading Your Family Tree: Due Process in Estate Administration, Trust Administration, and Conservatorships →

What to Include in a New or Updated Living Trust Estate Plan

Elder Law, Estate Planning, Living Trust

People often ask what should be included in a new living trust plan or, similarly, what should be included when updating an existing living trust plan.  Here are the basic elements of such a plan for California residents:  1. Revocable Living Trust. Note that for those with an existing living trust that needs to be updated, … Continue reading What to Include in a New or Updated Living Trust Estate Plan →

Who Will Be in Charge of Your Estate if You Have No Will or Trust?

Conservatorship, Elder Law, Estate Planning, Probate

California law states who has priority to serve as administrator of your probate estate if you died without a will and with a California estate large enough to require a California probate. Specifically, a person in the following relation to the decedent is entitled to appointment as the California administrator in the following order of priority: … Continue reading Who Will Be in Charge of Your Estate if You Have No Will or Trust? →

Importance of Your Durable General Power of Attorney

Elder Law, Estate Planning, Powers of Attorney

In planning  how to have your financial affairs managed by others if you become unable to manage your own financial affairs, it’s not enough simply to have a revocable living trust. There are many financial transactions that legally cannot be handled by the trustee of your living trust. For example, if you become unable to … Continue reading Importance of Your Durable General Power of Attorney →