Estate Planning

Blog Posts in 2015

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  • What is a First Party Special Needs Trust?
    What is a First Party Special Needs Trust?

    A First Party Special Needs Trust [“SNT”] is established by a disabled person to hold their assets so that they do not lose government benefits. An SNT is used to hold an inheritance, childhood ...

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  • The Able Act
    The Able Act

    The ABLE Act – Achieving a Better Life Experience –was enacted by the federal government in late 2014. This Act’s purpose is to provide a means for special needs individuals to save money without ...

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  • Benefits of Having a Comprehensive Durable Power of Attorney
    Benefits of Having a Comprehensive Durable Power of Attorney

    It is so important to have a detailed and comprehensive durable power of attorney. Unfortunately many durable powers of attorney are too general and cause problems, especially for seniors. Before a ...

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  • What Are the Roles of Elder Lawyers?
    What Are the Roles of Elder Lawyers?

    Elder law is not just about the elderly. It can also include individuals with special needs, veterans who need benefits and estate planning. Since our health care and financial needs change as we age, ...

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  • Veterans Administration Pension Benefits
    Veterans Administration Pension Benefits

    Veterans Administration Pension Benefits are paid to veterans who were in military service during wartime and who have little or no income. Veterans who have serious disabilities may qualify for Aid ...

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  • Medi-Cal Recovery
    Medi-Cal Recovery

    Medi-Cal Recovery By Ivette M. Santaella We receive many phone calls regarding Medi-Cal recovery. Many people fear that Medi-Cal will put a lien on their home and that they will lose their homes. ...

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