Estate Law

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 […]

Checklist for Trust Administration – Part 6

Distributing to the Beneficiaries¬† ¬† by Julie Garber with Steve Beede Usually the first question that the trust beneficiaries will ask the successor Trustee is “When can I expect to receive my inheritance?” But unfortunately for the beneficiaries, making distributions of the trust assets to the trust beneficiaries is the very last step in settling […]

Checklist for Trust Administration – Part 5

Paying the Estate and Income Taxes by Julie Garber with Steve Beede Once the successor Trustee has paid the final bills and has the ongoing trust expenses under control, the next step in settling the trust is to pay any income taxes, estate taxes and inheritance taxes that may be due. Income Tax – The […]
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