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
    • 24th Annual MCLE Spectacular!

      Check out this new article, Contra Costa County Bar Association proudly presents the 24th Annual MCLE Spectacular! Friday, November 16, 2018. Click here to find out more!

      Read More
    • Suspended California Corporations and Litigation

      A corporation whose corporate powers have been suspended or forfeited is without capacity to prosecute or defend against a suit until revivor of its powers by the appropriate statutory procedure ( ...

      Read More
    • Filial Laws: So Who is Legally Responsible for Elder Parents?

      Filial, meaning due from the daughter or son, is a funny word to say. However, filial laws have, in recent years, garnered increasing attention for their serious implications. If you have heard of ...

      Read More
    • Are Your Seniors Being Financially Exploited?

      We expect our golden years to be relaxing and rewarding. Yet as we grow older, we tend to start relying on other to assist us with things that we could once handle on our own. It is during those times ...

      Read More
    • Lawful Grounds for Discharge from a Skilled Nursing Facility and Defenses

      As an elder law attorney and advocate I often get frantic calls from family members when a skilled nursing facility has advised them that they plan to the discharge the resident within a week or days. ...

      Read More
    • Special Needs Trust Fairness, At Last

      December 13, 2016 marked the end of a 23 year-long period where mentally fit individuals where barred from establishing their own special needs trusts. The Special Needs Trust Fairness Act, part of ...

      Read More
    • See Through Trusts

      The stretch payout is available to the designated beneficiary, defined in the IRC Code, as "any individual designated as a beneficiary…". If the owner of an IRA or qualified plan dies before their ...

      Read More
    • Elder Law & Planning for Your Estate

      Dying is a part of life. It is a given that we will all pass one day. Understandably the majority of people do not like to think about their mortality or of being incapacitated. Nevertheless, it ...

      Read More
    • Can an Estate Plan Include a Right of First Refusal on Certain Property?

      Estate planning attorneys are occasionally asked by clients whether an estate plan can include a right of first refusal (ROFR) (sometimes called a first right of refusal) on certain items or parcels ...

      Read More
    • How Refinancing a Property Can Affect Your Estate Plan

      The mortgage business is booming in many parts of the country. Historically low interest rates have created an almost frenzied environment with homeowners scrambling to refinance their home loans at ...

      Read More
    • Buyer Beware: How to Avoid Estate Planning Scams

      Imagine spending thousands of dollars on an estate plan to protect loved ones, only to find that no true protection exists. Unfortunately, this scenario happens on a regular basis to individuals who ...

      Read More
    • Filial Laws: So Who is Legally Responsible for Elder Parents?

      Filial, meaning due from the daughter or son, is a funny word to say. However, filial laws have, in recent years, garnered increasing attention for their serious implications. If you have heard of ...

      Read More
    • 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. ...

      Read More
    • Santaella Legal Group, APC Will Have a Table at the National Healthcare Decisions Day Volunteer Event

      At the Santaella Legal Group, APC , we are excited to announce that we have a table at the National Healthcare Decisions Day Volunteer Event in Oakland. Wednesday, April 16, 2014 Henry J. Kaiser ...

      Read More
    • Guides from the California State Bar

      The State Bar of California provides comprehensive pamphlets regarding estate planning and elder issues. Whenever we go out on a presentation, or meet with a client, we provide them with a copy of a ...

      Read More
    • Santaella Legal Group, APC Now Offering Notary Services

      At S Santaella Legal Group, APC , we are proud to announce that after completing an 8 hour course, taking an exam and an oath, both attorneys Ivette M. Santaella and Linda C. Blackwell are public ...

      Read More
    • Filial Laws: So Who is Legally Responsible for Elder Parents?

      Filial, meaning due from the daughter or son, is a funny word to say. However, filial laws have, in recent years, garnered increasing attention for their serious implications. If you have heard of ...

      Read More
    • Lawful Grounds for Discharge from a Skilled Nursing Facility and Defenses

      As an elder law attorney and advocate I often get frantic calls from family members when a skilled nursing facility has advised them that they plan to the discharge the resident within a week or days. ...

      Read More
    • Nursing Homes and What You Need to Know About Admission Agreements

      Putting a love one in a nursing home is very difficult. When I had to place my Mom in a facility I cried the whole way. The last thing you need when you get there is to be bombarded with paperwork and ...

      Read More
    • 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
    • Why Buy-Sell Agreements are Important to Business Owners

      What happens to your business if you are disabled or die? A Buy-Sell Agreement provides a plan for a seamless transition with minimal disruption to your business. There are two categories of Buy-Sell ...

      Read More
    • Understanding the California Probate Process

      Understanding the California Probate Process There is no question that losing a loved one is a sad and difficult time for a family, relatives and close friends. Once someone passes, those left behind ...

      Read More
    • You Inherited a Retirement Account: Now What?

      For decades, common financial planning wisdom has encouraged almost all-American workers to maximize their contributions to qualified retirement accounts. Indeed, doing so can be a powerful way to ...

      Read More
    • Changes Looming... New Restrictions to VA Planning

      The House of Representatives passed new legislation on October 29, 2013, that would restrict the ability of our veterans (and the many financial and legal advisors who assist them) to qualify for ...

      Read More
    • Limited Conservatorship

      A limited conservatorship is a special type of conservatorship established for individuals with development disabilities. This legal proceeding impacts the ability of the special needs individual to ...

      Read More
    • Ivette Santaella Discusses Marketing with Passion

      Managing Attorney Ivette Santaella joined Lawyer Business Advantage to discuss how she utilizes her passion for law to power the success of her marketing and business development efforts. Click here ...

      Read More
    • Special Needs Trust Fairness, At Last

      December 13, 2016 marked the end of a 23 year-long period where mentally fit individuals where barred from establishing their own special needs trusts. The Special Needs Trust Fairness Act, part of ...

      Read More
    • 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 ...

      Read More
    • How to Help Your Loved Ones (and Assets) Avoid Probate

      Today, many people are using a revocable living trust instead of a will or joint ownership as the foundation of their estate plan. When properly prepared, a living trust avoids the public, costly and ...

      Read More
    • Special Needs Trust Fairness, At Last

      December 13, 2016 marked the end of a 23 year-long period where mentally fit individuals where barred from establishing their own special needs trusts. The Special Needs Trust Fairness Act, part of ...

      Read More
    • See Through Trusts

      The stretch payout is available to the designated beneficiary, defined in the IRC Code, as "any individual designated as a beneficiary…". If the owner of an IRA or qualified plan dies before their ...

      Read More
    • How to Get into a Skilled Nursing Facility

      If you or an elder you know are interested in getting into a Skilled Nursing Facilities (SNF), it is likely because of the wide range of services SNFs provide that exceed what regular nursing homes or ...

      Read More
    • The Able Accounts for Special Needs Individuals

      Individuals who will be eligible for the CalABLE program have even more reason to look forward to its launch later this year following the passage of CA Senate Bill 218 last October. Signed in 2014 by ...

      Read More
    • Special Needs Trust Fairness, At Last

      December 13, 2016 marked the end of a 23 year-long period where mentally fit individuals where barred from establishing their own special needs trusts. The Special Needs Trust Fairness Act, part of ...

      Read More
    • 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
    • Who Should I Choose As My Trustee?

      Naming a trustee is the next important step after establishing your trust. A trustee’s responsibilities include collecting income, paying bills and taxes, saving and investing for the future, buying ...

      Read More
    • Choosing a Successor Trustee: What You Should Know About Their Role and Responsibilities

      Choosing who will serve as successor trustee for your revocable trust can be a difficult decision. However, it’s important to carefully consider who will fill this role, as they’ll be responsible for ...

      Read More
    • Should You Own Your Timeshare in Your Trust?

      Timeshares have come a long way since they first arrived in the real estate market back in the ’70s. In the early days of timeshare ownership, high-pressure sales tactics, exceedingly vague contracts, ...

      Read More
    • 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 ...

      Read More