Estate Law

Looking Forward in 2019

As we take in the time to ring in the New Year, we look forward to the market opportunities and legal changes ahead. There are several key legal changes that will impact businesses, real estate and estate planning goals. Here are some that we are watching. As always, if you have any questions about your […]

Guide to Estate Planning – Part 1

As we approach the end of yet another year, many people look at their assets and seek information on ways to preserve what they have and how to provide for their loved ones when they’re gone. That process is called “Estate Planning”. Here at BPE Law, we’ve been providing Estate Planning services to our clients […]

MEDI-CAL REPORTING DURING ESTATE ADMINISTRATION

Today’s Article deals with an unknown and potentially very costly risk for Estate or Trust administrators: the obligations for Medi-Cal notice and repayment. As always, if you have any questions about your real estate, business, estate planning, or any other legal issue, please let us know by e-mailing me at kbdunnagan@bpelaw.com. Also, remember that we […]

WHERE DID MY GOLF COURSE VIEW GO ? Understanding View Rights in California

Recently a number of real property owners received a shock when they discovered that the adjacent golf course planned to build a solar panel array behind their homes which would block their beautiful views of the golf course, ponds, and waterfalls.  Not only would this damage their enjoyment of their homes but it reasonably could […]

Choosing a Successor in Estate Planning

Estate Plans include a variety of documents which together identify your assets and who gets them when you pass away. These most commonly are: (1) Living Trust; (2) Pour-Over Will; (3) Power of Attorney; and (4) Advanced Health Care Directive. But a critical issue in each is deciding on who gets to manage those assets. […]

Protecting Fifi… Using a Pet Trust in your Estate Planning

In preparing Estate Plans, we have two key objectives: (1) to provide authority for someone to carry out our wishes when we are incapacitated or pass away; and (2) to provide for our loved ones and others by naming them as Beneficiaries. The typical Estate Plan can be over 100 pages long including its many […]
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