Notice: Due to COVID-19, we will be conducting all consultations either via video chat, phone, or email. Please don’t hesitate to call us if you have any questions!
Estate PlanninG

Blog Posts in February, 2017

All Posts
  • A Special Needs Trust Can Now Be Designated as an Option Beneficiary
    A Special Needs Trust Can Now Be Designated as an Option Beneficiary

    Effective January 1, 2017, Defined Benefit Program members and Cash Balance Benefit Program participants may designate a special needs trust or supplemental needs trust, as an option or annuity ...

    Read More
  • New Medi-Cal Recovery Law - Senate Bill (SB) 833
    New Medi-Cal Recovery Law - Senate Bill (SB) 833

    The new law provides for the following: Medi-Cal recovery applies only to those who are 55 years or older, were in nursing homes or participated in home and community based services; Avoids recovery ...

    Read More