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Posts by category

  • Category: General
    • Are You Entitled to Veteran Benefits?
    • Appointing a Trustee – How to Make the Right Choice
    • Schomer Law Group Announces Promotion of Cesar Gil to Operations Director
    • SCHOMER LAW GROUP ATTENDS EXCLUSIVE CONFERENCE – RECEIVES IMPORTANT ELDER & ESTATE PLANNING EDUCATION IN INDIANAPOLIS, IN
    • The Differences between Medi-Cal and Medicare.
    • What Is the Uniform Probate Code?
    • What are the Disadvantages of a Power of Attorney?
    • What is an Executor?
    • Can I give away my assets in order to be eligible for Medi-Cal?
    • What will happen to my property in California, if I die without a will?
    • What is the Cost When My Spouse Dies?
    • Who Can be a First Party Trust Beneficiary?
    • Can I Modify My Trust?
    • What is the Function of a Probate Paralegal?
    • The Ins and Outs of Distributing An Estate in California
    • Funding a Timeshare into a Trust
    • Who is Competent to Make a Will in California?
    • ATTORNEY SCOTT P. SCHOMER ATTENDS AMERICAN ACADEMY OF ESTATE PLANNING ATTORNEYS’ 2015 SPRING SUMMIT
    • Video Blog – Advantages and Disadvantages of Probate Administration
    • Video Blog: Can I Serve as Trustee of my Living Trust
    • Video Blog – Why Estate Planning is Important – Living Trusts and Wills
    • Video Blog: What is the Difference Between a Will and a Living Trust
    • Types of Special Needs Trusts in Los Angeles
    • When Do I Need a Special Needs Trust?
    • What Happens to My Estate If I Die Single?
    • Who can serve as an agent under a power of attorney in California?
    • What is the generation skipping tax?
    • What is a Power of Attorney?
    • How Large of an Estate Can Pass Tax Free?
    • What is a Supplemental Needs Trust?
    • Does My Mother Need a Guardian?
    • What are the advantages and disadvantages of a conservatorship?
    • Should I have a durable power of attorney for healthcare?
    • Welcome To Our New Blog
  • Category: Special Needs Trusts in California
    • Understanding Special Needs Trusts
    • Understanding How a Special Needs Trust Can Provide for Your Child
    • What Is a Third Party Supplemental Needs Trust?
    • Trust Lawyers Discuss the Benefits of Pooled Trusts
    • Free Report: California Special Needs Trusts
  • Category: disinherited beneficiary
    • What an In Terrerem Clause Can Do for You
  • Category: health care
    • Nursing Homes Alternatives in California
    • Advance Directives in California
  • Category: in terrorem clause
  • Category: Uncategorized
    • Formas Comunes de Incluir Donaciones Caritativas en Su Plan de Sucesión
    • What Happens If You Die Without a Will?
    • Share Information With Your Estate Administrator
    • CARES Act Impacts IRA RMDs
    • Medi-Cal Waiver Can Provide Relief for Caregivers
    • Webinar Recording: The Ins and Outs of Selling Real Property During a Probate
    • Incapacity Planning Can Prevent Conflicts
    • What Does it Mean to Have a Living Trust?
    • What is the Maximum VA Aid and Attendance Benefits Amount?
    • Can You Help Me With Medi-Cal Asset Protection?
    • Scott P. Schomer Certified As Specialist In Estate Planning, Trust And Probate Law
    • Your Father Always Wanted me to have that Money
    • Laura L. Bromlow, Esq. Attends 2018 Veterans Benefits Conference in Denver, CO
    • Southern California Elder Abuse Issues
    • Los Angeles Estate Planning Lawyers Explain Capital Gains
    • Why Hire a Probate Attorney?
    • Probate Litigation
    • Los Alamitos Residents Frustrated by their Utility Bills
    • #ArtBeatForHumanity drums are on display at the offices of Laura Bromlow in Los Alamitos
    • The Benefits of Los Angeles Asset Protection Trusts
    • 2017 Southern California Super Lawyer
    • Dying Intestate – California Blended Families Need to Plan
    • Why You Need Family Estate Planning
    • Planning for the Possible Guardianship of a Minor
  • Category: Incapacity Planning
    • Using a Living Trust for Incapacity Planning
    • Incapacity Planning: Prepare for the Twilight Years
    • What Is a HIPAA Release?
    • Include Advance Directives in Your Estate Plan
    • Latter Life Incapacity Looms Large
    • Incapacity Planning Can Prevent a Conservatorship
    • Elderly Woman With Dementia is Missing in La Mirada
    • Unfortunate Death of Veteran with Dementia Reminds us about Incapacity Planning
    • Family Caregiver Support Groups for Alzheimer’s Patients in California
    • SoCal Alzheimer’s Association Provides Monthly Telephone Support Group
    • HIPAA Authorizations in Incapacity Planning
    • Conservatorship Process in California
    • What Is Conservatorship in Los Angeles California?
    • Durable Power of Attorney in Los Angeles: What Are Its Advantages?
    • What is the difference between conservatorship and power of attorney?
    • Incapacity Planning in California
    • What is Incapacity in California?
    • Conservatorship in Los Angeles CA: How Do I Know If My Parent Needs It?
    • Free Report: What is a Conservatorship in California?
  • Category: Federal Estate Taxes in California
    • How Do I Pay Estate Taxes?
    • Avoiding Federal Estate Taxes
  • Category: no contest clause
  • Category: Article
    • LA Probate Law: Are You at Risk for Inheritance Scams
    • LA Probate Law Recovering Stolen Assets
    • LA Probate Law: All About Wills
    • LA Probate Law Explains Probate Law
    • LA Probate Law What You Can Do with Bureaucracy Hold Up
    • LA Probate Law on Estate Planning Considerations
    • LA Probate Law Discusses Trustee and Fiduciary
    • LA Probate Law Talks about Stealing an Estate
    • LA Probate Law Talks About Contesting a False Will
    • LA Probate Law Talks about Conservatorship to Manage Situations
    • LA Probate Law: How Does Trusts Work
    • LA Probate Law: Handle Probate From Far Away
    • LA Probate Law: Create & Change Estate Plans
    • LA Probate Law What Type of Estate Plan Do I Need
    • Getting a Trust for Your Pet – Ensure their Wellbeing with LA Probate Law
    • LA Probate Law Discusses Complications that can arise with Living Will
    • LA Probate Law Discusses Elder Abuse Victims Access to Justice
    • LA Probate Law Discusses the Role of Probate Courts
    • LA Probate Law: Does a Trustee Have to Make an Accounting?
    • LA Probate Law Explains What is A Limited Conservatorship
    • LA Probate Law Long Road to a Law Degree
    • LA Probate Law on Joint Inheritance
    • LA Probate Law on Non Traditional Estate Planning
    • LA Probate Law on Retainer Fees
    • LA Probate Law Readying Your Estate for Your Heirs
    • Myths and Truths of Estate Planning by LA Probate Law
    • Probate in California Explained by LA Probate Law
    • Probate Start to Finish Explained by LA Probate Law
    • Special Needs Trusts Discussed by LA Probate Law
    • LA Probate Law: What are Probate Courts?
    • Legal Care for those who Need Help Offered at LA Probate Law
    • LA Probate Law Discusses Annuities
    • LA Probate Law Discusses Transferring Real Property into a Living Trust by Grant Deed
    • LA Probate Law on Community Property
    • LA Probate Law: Life Insurance Trusts
    • LA Probate Law: Estate Tax
    • LA Probate Law: Must an Estate be Probated?
    • LA Probate Law Explains Revocable vs. Irrevocable Trusts
    • LA Probate Law: Will is needed Why?
    • LA Probate Law: How to Determine if You Should Pursue a Legal Case?
    • LA Probate Law All about Gift Tax
    • LA Probate Law: How does the Spousal Property Petitions process work?
    • Do Family Wealth Trusts Provide Asset Protection?
    • What is an SEP IRA?
    • Which Should I Choose? Pet Trust or Pet Protection Agreement?
    • The Benefits of Pet Insurance
    • How to Avoid the Fight over the Family Farm
    • What Is a Domestic Partnership Agreement?
    • Why We Need Asset Protection Planning
    • What is a QDOT Trust?
    • Do Small Businesses Need Asset Protection?
    • Pros and Cons of a Living Trust
    • Who Can Put Money into an IRA?
    • Alternatives to Conservatorship in California
    • Have You Included Disaster Planning in Your Pet Estate Plan?
    • How is a Roth IRA Different From a Traditional IRA?
    • Can I Use a Power of Attorney for My Pet Estate Plan?
    • Does California Medi-Cal Provide In Home Services?
    • Keeping Your Estate Plan Private with Trusts
    • Standby Guardianship in California
    • Long Term and Short Term Financial Goals
    • Which is Better: IRA or 401k?
    • Protecting Business Assets from Lawsuits
    • Do You Have a Disaster Plan for your Farm Animals?
    • Does bankruptcy affect retirement planning?
    • What is a Closely Held Business?
    • Considering a Pet Protection Agreement?
    • Is it Hard for Gay Couples to Get a Divorce?
    • Self Proving Wills in California
    • Mistakes to Avoid in Special Needs Planning
    • What is a Step up in Basis?
    • Why Do I Need an Estate Plan for Business?
    • Common Pitfalls in Estate and Probate Administration
    • Written Property Agreements for Unmarried Gay Couples
    • How Does the Medi-Cal Spend Down Process Work?
    • LA Probate Law Talks about Durable Power of Attorney
    • California Small Estate Affidavit by LA Probate Law
    • Conservatorship with LA Probate Law A conservator is appointed through a court supervised hearing to manage financial or personal affairs for someone who is unable to do so on their own. There are 2 types of conservators: The Conservator of the Estate an
    • Elder Financial Exploitation Discussed by LA Probate Law
    • Grounds for Contesting a Last Will and Testament Explained by LA Probate Law
    • LA Probate Law: Average Time for Estate Administration
    • LA Probate Law: How Inheritance Scams Work
    • LA Probate Law: Mistakes You Don’t Want to Make With Your Estate Plan
    • LA Probate Law on Estate Planning Preparations
    • LA Probate Law on Financial Elder Abuse
    • LA Probate Law: Out of State Probate
    • LA Probate Law Protection from Robbery of Probate
    • LA Probate Law Understanding the Different Types of Wills
    • LA Probate Law: What is Probate Litigation?
    • Responsible Legal Relationship Discussed by LA Probate Law
    • Disadvantages of a Living Trust
    • How Do You Choose a Probate Attorney?
    • LA Probate Law: Avoiding Probate
    • LA Probate Law: Estate Planning
    • LA Probate Law: Explaining Wills and Trusts
    • LA Probate Law: Living Will vs. Living Trust
    • LA Probate Law: Myths and Reality of Estate Planning
    • LA Probate Law: Security for the Future
    • LA Probate Law: Settling an Estate
    • Variety of Estate Planning Documents by LA Probate Law
    • LA Probate Law: Understanding What an Estate Planning Attorney Does
    • LA Probate Law: Unmarried Couples Estate Planning
    • LA Probate Law: Q & A
    • Reasons for Hiring an LA Probate Law Attorney
    • Wills and Probate
    • When is Probate Necessary?
    • Why Would You Ever Need an LA Probate Law Attorney?
    • Pass More of Your Inheritance on with LA Probate Law
    • LA Probate Law on How to Make a Will
    • Minimize Inheritance Taxes with LA Probate Law
    • LA Probate Law You Need to Know
    • Let LA Probate Law Help You with Elder Law
    • Let LA Probate Law Secure Your Children’s Future
    • Set Up a Living Trust through LA Probate Law
    • Wills and LA Probate Law
    • Avoid Probate with LA Probate Law
    • Create a Trust with LA Probate Law
    • Executing a Will with LA Probate Law
    • Get Estate Planning Guidance with LA Probate Law
    • LA Probate Law and Trusts You Should Know About
    • LA Probate Law and Why You Need Estate Planning
    • Protecting Yourself and Loved Ones Regarding Probate
    • Terms and Facts Regarding Probate Law
    • Robbery and Criminality in Probate Cases
    • What is Probate Law?
    • Estate Planning
    • Things People Need To Know About Estate Planning
    • Last Will and Testaments
    • Different Types of Wills for Couples/Partners
    • Legalities and Processes Regarding Probate Law
    • Your Loved Ones and Your Passing
    • Estate Planning Overview
    • Estate Planning Considerations
    • Does Insurance Coverage Cash Need to go Through Probate?
    • Estate That Is Not Topic to Probate
    • Estate Planning and Execution of One’s Will
    • Different Types of Simple Wills
    • Probate Law
    • Get Started Planning
    • Guardian of the Estate
    • How to tell what your Residence is worth
    • Living Trusts
    • Power of Attorney
    • Probate the Basics
    • Probate Timeline
    • Probate
    • Remaining Spouse: Make a chance to grieve
    • The Price of Probate
    • What is a Monetary gift tax?
    • What is probate?
    • Will Guidelines
    • The Role of LA Probate Lawyers and their Understanding of LA Probate Law
    • LA Probate Law Discusses the Role of Probate Courts
    • Wills and Estate planning: What the LA Probate Law Say About Them
    • Tips for Choosing a Probate Lawyer who is Well Versed in LA Probate Law
    • Important Things to Know about LA Probate Law
    • LA Probate Law and Living Will – Defying the stress of time
    • LA Probate Law- Things What Every Senior Member of the Family Must Know
    • LA Probate Law: Creating a Good and Estate Plan for the Security of Your Family
    • The Importance of LA Probate Law and How to Avoid Errors
    • LA Probate Law – Ruling out the Uncertainties and Getting Proper Estate Planning Done
    • The Significance or LA Probate Law and Wills or Testaments
    • LA Probate Law – Protecting Property after Death
    • LA Probate Law – Finding the Reasons for Probate Requirements and Duties of a Probate Estate Administrator
    • Wills Generated by LA Probate Law for a Cause
    • Probate Law on Joint Inheritance: What you Need to Know
    • The Importance of Handling LA Probate Law with Care and Precision
    • LA Probate Law – Understanding the Techniques of Preparing a Will
    • What are Fraudulent Transfers?
    • LA Probate Law – Accounting and the Responsibility of a Trustee
    • LA Probate Law – An Issue That Affects People of All Ages
    • Understanding the LA Probate Law and Estate Management
    • LA Probate Law – The Perfect Solution for the Uncertainties
    • LA Probate Law – An indispensable Legal Tool
    • LA Probate Law and Its Importance to the People’s Welfare
    • Important rules and guidelines of the LA Probate Law
    • LA Probate Law – Protection of Family Assets after Death and Tragedies
    • Why it is Important to Follow the LA Probate Law?
    • LA Probate Law – Getting Prepared for Estate and Trust Management
    • LA Probate Law – Choose Trusts over Wills or Testaments for a Stable and Favorable Outcome
    • LA Probate Law and Estate Planning – Solving the Perplexing Issues
    • LA Probate Law and It’s Requirement in Estate Planning
    • LA Probate Law – Understanding the Different Aspects of the Probate Process
    • Vital Aspect of LA Probate Law for Better Understanding Its Importance
    • The Law for Managing Estate, Trust – LA Probate Law
    • LA Probate Law – Some General Information you Should Know
    • The Tax Implications of a Closely Held Corporation
    • LA Probate Law – Estate Planning and the Role of Probate Lawyers
    • The Significance of LA Probate Law and Estate Planning
    • The Aspects of the LA Probate Law for Those who wants to Know More About It
    • The Guidelines of LA Probate Law – What Every Individual should be Aware of
    • The Importance of LA Probate Law for the Citizens
    • LA Probate Law – The Importance of Handling it Properly and the Role of the Court
    • The Role and Importance of a Trustee as stated by the LA Probate Law
    • LA Probate Law – The Best Way to Protect Your Family Assets
    • LA Probate Law – For Legal Management of Family Assets after Tragedies
    • LA Probate Law – The Amulet of the Uncertain Future
    • LA Probate Law – The Importance and Relevance of Addressing Estate Planning for the Benefit of Loved Ones
    • The Various Aspects and Requirements Concerning the Appropriate Treatment of LA Probate Law
    • The Most Effective Methods of Handling LA Probate Law
    • LA Probate Law and the Role of a Trustee
    • LA Probate Law: Act Wisely and Take the Right Steps to Gain the Maximum Benefits
    • Ensure Protection of Your Family Assets through LA Probate Law
    • LA Probate Law – Understanding Probate Process and Hiring a Good Lawyer
    • LA Probate Law – Understanding Probate and Non Probate Assets
    • LA Probate Law Attorneys – Making Complex Legal Issues Simple
    • LA Probate Law – The Significance and Essentiality
    • Protect Your Coveted Property Using LA Probate Law
    • LA Probate Law Elaborates Various Forms of Trust That Can Prove Beneficial To You
    • LA Probate Law Protects your Precious Property
    • Various Myths of Estate Planning and LA Probate Law
    • LA Probate Law to Safeguard the Interest of the Elderly
    • Understanding the Significance of the Probate – LA Probate Law
    • Probate Law LA – A Guide to Probate Law Process LA
    • The Role of the Trustees in Estate Planning as Per LA Probate Law
    • Prominence of LA Probate Law in Your Life and Even After It
    • The Role of an Estate Planning Lawyer and the LA Probate Law
    • Sagacious Implementation of LA Probate law for Desirable Results
    • The Necessity and Importance of LA Probate Law Today
    • The LA Probate Law Process in Simplified Terms
    • LA Probate Law elaborates on Wills and Probates
    • LA Probate Law Attorneys Make Things a Lot Easier
    • The Role and the Importance of a Trustee in Probate
    • LA Probate Law – The Significance and Importance of Handling Estate Planning in a Timely Manner
    • LA Probate Law – Assuring Fortune and Safety of the People
    • Know How to Reduce the Potential LA probate Law Litigation
    • How Can LA Probate Law Professional Help You?
    • Details about the Conservatorship Features of LA Probate Law
    • Comprehend LA Probate Law to Minimize Your Probate Costs
    • Be Safe from Undue Influence Which is on the Rise in LA Probate Law Courts
    • Ask a LA Probate Law Expert about Living Trusts
    • LA Probate Law – The Various Probate Codes and Their Costs
    • LA Probate Law and the Need of Estate Planning and Management
    • Living Wills and the Last Will of Testament as Seen by LA Probate Law
    • Take a Closer Look at LA Probate Law and Stop Worrying About Your Future
    • The Basics of Property Protection After Death Using the LA Probate Law
    • The complete administration and technical aspects of the LA Probate Law
    • The complete list of benefits of the LA Probate Law
    • The LA Probate Law Regulations that Govern Debt Settlement Issues
    • The Meaning of Asset Protection with the Help of LA Probate Law
    • The Need of a Lawyer and a Trustee in Proceedings of LA Probate Law
    • LA Probate Law – Estate Planning and the Mistakes, Myths and Solutions
    • LA Probate Law – Find Out what it is and How You Can Benefit from it
    • LA Probate Law – Is inheritance of property disturbing your peace of life?
    • LA Probate Law – Significance of Importance of a Living Trust
    • LA Probate Law – The Most Effective Ways of Handling
    • LA Probate Law – Tips for Choosing a Probate Lawyer
    • If You Are an Unmarried Couple Start Estate Planning Now, says LA Probate Law Expert
    • How to Maximize IRA Contributions
  • Category: IRA and Retirement Planning
    • Consider Taxation When You Choose a Retirement Destination
    • Webinar Recording: 2019 Year-end Tax Planning for Investors
    • What Happens to Your Retirement Account When You Die?
    • Including Los Angeles Veterans Retirement Benefits in Your Plan
    • Getting to Know the California Public Employees’ Retirement System
    • Avoid These Retirement Planning Mistakes
    • Why You Need a Retirement Plan
    • What Is an IRA and How Does It Work?
    • What are the IRA Contribution Limits?
    • When to Start Retirement Planning
    • When it is Time to Access Your IRA
    • How to Convert to a Roth IRA
    • How Do IRA Withdrawals Get Taxed?
    • When Should I Update My Retirement Plan?
    • What is the Purpose of an Annuity?
  • Category: Trust
    • Can I Decant a Trust in California?
    • The Benefits of Creating a Secret Trust
    • Common Types of Trusts Explained
    • Trust Myths Debunked
    • Understanding Your Rights as a Trust Beneficiary
    • Can a Trust Be Contested?
    • Top 7 Benefits of Including a Living Trust in Your Estate Plan
    • What Is Self-Dealing by a Trustee?
    • Can a Trustee Be Fired?
    • Does a Trustee Get Paid for Administering a Trust?
    • ¿Por Qué Debería Usar un Fideicomiso en Vida para Distribuir Mi Patrimonio?
    • Why Should I Use a Living Trust to Distribute My Estate?
    • Why Would I Want to Make a Trust Irrevocable?
  • Category: Asset Protection and Business Planning
    • Small Business Owners Should Use an Asset Protection Structure
    • A Family Limited Partnership Can Provide Asset Protection
    • Estate Planning for Small Business Owners
    • Business Structures That Provide Asset Protection
    • Asset Protection Trusts Aren’t the Only Strategy Available
    • Los Angeles Businesses Can Receive Economic Injury Disaster Loans
    • Asset Protection: When do you Need it and Why?
    • What Is a Publicly Traded Company?
    • How To Avoid California Fraudulent Transfers in Medi-Cal Planning
  • Category: Joint Ownership
    • Joint Ownership of Property in California
    • Free Report: Joint Ownership of Property in California
  • Category: Legal Education
    • Now That Mid-Terms Are Over, Let’s Talk Taxes
    • The Importance of Having an Estate Plan
    • Tis the Season for Giving
    • What’s Retirement Got to Do with it?
    • Common Mistakes in Estate Planning – IV
    • Discharge of Indebtedness Income and Student Loan Forgiveness
    • Lessons from Patagonia
    • The Intersection of Asset Protection Planning and Estate Planning – Part II
    • The Intersection of Asset Protection Planning and Estate Planning – Part I
    • Death and Your Digital Footprint
    • Pondering Portability
    • How Do I Trust Thee…Part II
    • Application of the Transfer for Value Rule to the Sale of Life Insurance
    • The Evolution of our Unified Estate and Gift Tax System
    • Charitable Planning in Times of Crisis
    • The Importance of Insuring Real Estate
    • How Using Specific Bequests Could Cost Beneficiaries their Inheritance
    • Estate Planning Reduces Stress During High Anxiety Times
    • Donor Advised Funds: Too Good to Be True?
    • Roth IRAs Can Be a Great Planning Strategy: Basics
    • Tax Proposals Could Alter Estate Planning Landscape
    • “Last Will and Testament” Origin
    • Dynasty Trusts
    • Starting the New Year Right
    • It’s Better to Give, Especially This Year
    • What the 2020 Election Could Mean for Your Estate Plan
    • Planning Is Important
    • Generational Wealth is Key to Leveling the Playing Field
    • Removing Life Insurance from the Taxable Estate
    • The Basics: Financial Power of Attorney
    • Academy’s Spring Summit Virtually Perfect
    • Shrunken Asset Values Open Estate Planning Opportunities
    • Coronavirus and Nursing Homes
    • Whom Do You Want to Get Your Assets?
    • Estate Planning Conference Discusses SECURE Act and More
    • The Questions of Estate Planning, Part 6: Why
    • Reasons an Estate Plan Could Be Challenged: Part 2 – Undue Influence
    • Continuing Legal Education in San Diego
    • The Questions of Estate Planning, Part 4: Where
    • Income Tax Basis in Estate Planning
    • Use Trust Protectors for Added Protection and Flexibility
    • Income Tax Basis
    • The Importance of Communicating Your Plans
    • Kiddie Tax is Worse Than Ever
    • Tax Tips after New Year
    • The Little Things May be the Most Important
    • Domestic Asset Protection Trusts
    • Turning the Page on 2018 and Looking Forward to 2019
    • Grantor Trusts Provide Flexibility and Ease
    • How Are Trusts Taxed?
    • Planning to Avoid Too Much SALT
    • New Tax Law May Affect State Income Tax, Too!
    • Would You Prefer a Charitable Deduction This Year?
    • Basics of Estate Planning: Privacy and Estate Planning
    • Tax Reform and the Estate Tax
    • Basics of Estate Planning: Asset Protection
  • Category: Will
    • Should I Create an Ethical Will?
    • ¿Sigue Siendo Válido un Testamento Después de un Divorcio?
    • Is a Will Still Valid after a Divorce?
  • Category: Asset Protection Planning
    • 5 Threats to Your Assets
    • Asset Protection Planning: Secure Your Resources
    • Asset Protection for Small Business Owner
    • What is an Asset Protection Trust?
    • What Type of Trust Protects Assets?
    • Why are Asset Protection Strategies Important?
    • Los Angeles Asset Protection Lawyer Explains Who is at Risk
    • California’s Housing Market on the Rise: Do You have Asset Protection Strategies in Place?
    • 6 Mistakes to Avoid in Asset Protection
    • The Problem with Fraudulent Transfers
    • When to Start Asset Protection Planning
    • Will an Irrevocable Trust Protect Assets?
    • Free Report: Avoiding Fraudulent Transfers in California When Protecting Your Assets
    • Free Report: Common Mistakes in California Asset Protection
    • How Can I Protect My Assets from Lawsuits?
    • Do Revocable Trusts Provide Asset Protection?
    • Protecting Your Assets From Lawsuits in California
  • Category: LA Probate Law
    • LA Probate Law The State of Probate
    • LA Probate Law Making the Choice to Appoint a Health Care Power of Attorney
    • LA Probate Law Am I too Young to Write a Will
    • LA Probate Law Probate of Will
    • LA Probate Law Important Topics to Know About Probate Law
    • LA Probate Law Frequently Asked Questions
    • LA Probate Law the Dilemma of Living Trusts
    • LA Probate Law Living Revocable Trust
    • LA Probate Law Top 10 Estate Planning Mistakes
    • LA Probate Law Myths of Living Trusts
    • The Processes of Estate Planning and Estate Taxes Involved in LA Probate Law
    • Why Should You Invest in an LA Probate Law Attorney?
    • Wills Created on the Basis of LA Probate Law for Estate Planning
    • LA Probate Law – A Step Towards Protecting the Elders and Maintaining Harmony
    • LA Probate Law – Don’t let your Relations Turn Bitter for Money
    • LA Probate Law – Make the Legal Procedures Swifter by Making Competent Estate Planning
  • Category: Estate Planning
    • How Does a Letter of Instruction Fit into My Estate Plan?
    • Are You Taking Advantage of the Annual Exclusion?
    • Should I Include an Irrevocable Life Insurance Trust in My Estate Plan?
    • Tax Planning for 2023
    • How Does Portability Work?
    • How Do I Disclaim an Inheritance?
    • 7 Ways an Estate Planning Attorney Can Help You
    • What Is a “No-Contest” Clause in a Last Will and Testament?
    • 5 Preguntas que Debe Hacerse al Crear un Plan Patrimonial
    • 5 Questions to Ask Yourself When Creating an Estate Plan
    • Why You Should Include Funeral Planning in Your Estate Plan
    • How to Include Legacy Planning in Your Estate Plan
    • Estate Planning: 5 Things to Do Before You Die
    • Mes de la Herencia Hispana en Los Ángeles
    • What Is a Bequest vs. an Inheritance?
    • Cómo Crear Su Primer Plan Patrimonial
    • What the Proposed Treasury Regulations Mean for Deductions Under Internal Revenue Code Section 2053
    • When Should I Update My Estate Plan?
    • ¿Es Hora de Actualizar a Sus Beneficiarios?
    • How Can Creating a Family Limited Partnership Help My Business?
    • Retirement Planning – 5 Questions to Consider
    • Leaving Your Children a Lump Sum Inheritance May Not Be Wise
    • What Is a Reverse Mortgage?
    • Learning and Camaraderie at the Academy Summit
    • What Is a HIPAA Release?
    • How Will You Obtain the Care You Need?
    • Special Needs Planning Can Preserve Benefit Eligibility 
    • SALT Deduction Limit…Can You Get Around It?
  • Category: GPOA
  • Category: Blog Roll
  • Category: LGBTQ Estate Planning
    • Estate Planning Advice for LGBTQ Couples
    • LGBTQ Estate Planning Must Address Retirement Issues
    • 6 Tips for Orange County LGBTQ Estate Planning
    • Proposed Legislation in California Could Improve Safety of LGBTQ Seniors
    • Long Beach LGBTQ Estate Planning Lawyers Discuss Current Issues
    • Estate Planning for Gay Seniors
    • The Benefits of the Supreme Court Decision on Gay Marriage
    • Medical Decision Making for Gay Couples
    • Why Same Sex Couples Need an Estate Plan
    • Same Sex Couples and Medical Decisions
    • Can My Same-Sex Partner Decide What to do with My Remains?
    • Free Report: LGBTQ Relationship Recognition in California
    • LGBTQ Relationship Recognition in California
  • Category: Financial Planning
    • 2022 Social Security Cost of Living Increase Should Be Significant
    • Quarterly Economic Update Fourth Quarter 2019
  • Category: LPOA
  • Category: tax
    • 2023 Gift and Estate Tax Updates
    • What You Need to Know about the Federal Gift and Estate Tax
  • Category: powers of appointment
  • Category: capital gains tax
    • What You Should Know About Capital Gains Tax in California
  • Category: Medi-Cal Planning
    • Understanding the California Medi-Cal Transfer Penalty Rules
    • Why Is It Important to Plan for Long-Term Care?
    • Top 5 Medi-Cal Myths
    • Can Relying on Medicaid Threaten My Estate Assets After I Die?
    • What is Medi-Cal Fraud and How Can You Avoid It?
    • I’m Young and Healthy. Why do I Need Medi-Cal Planning?
    • Why Would You Put Your House in a Trust?
    • Los Angeles Medi-Cal Planning for Future Hospice Care
    • Can Medi-Cal Take your IRA?
    • Orange County Medi-Cal Planning is For Everyone
    • How to Prove an Asset Transfer was Not Made to Qualify for Medi-Cal Benefits
    • Los Angeles Medi-Cal Planning and the Child Caretaker Exception
    • How Do I Plan for Future Hospice Care?
    • The Problem of Chronic Nursing Home Readmission
    • Why is Long Beach Medi-Cal planning So Important?
    • But I’m Not Sick! You Still Need Medi-Cal Planning
    • Why Medi-Cal Planning Helps Prepare for Nursing Home Care
    • The Basics of Orange County Medi-Cal Planning
    • Important Differences Between Medicare and Medi-Cal Benefits
    • Medi-Cal Planning Attorneys Discuss Living Wills as Healthcare Directives
    • Los Angeles Medi-Cal Planning Attorneys Warn About the Black Market
    • A Life Estate Can Help With Medi-Cal Recovery Avoidance
    • California Residents Mistakenly Enrolled in Medi-Cal During Expansion
    • Medi-Cal Attorneys Explain the Use of ABLE Accounts
    • Is Los Angeles Medi-Cal planning Ethical?
    • Walgreens to Settle Million Dollar Claim for Improper Medi-Cal Billing
    • Medi-Cal Planning Lawyers Explain Changes in Nursing Home Patient Rights
    • How to Handle an Unethical Eviction from a Nursing Home
    • How to Find Medicaid Services in Long Beach
    • Using a Life Estate to Protect Your Home from Medicaid Liens
    • Will a 529 College Plan Affect My Medi-Cal Eligibility?
    • The Importance of Medicaid Planning Regardless of Your Health
    • Home Health Services: Medicaid or Medicare?
    • Fountain Valley Health Care Providers Convicted for Illegal Prescriptions
    • What Happens to a Medicaid Trust if I Never Need It?
    • Ways to Apply for Emergency Medi-Cal Coverage [UPDATED 2020]
    • How to Avoid Medi-Cal Services Fraud
    • Los Angeles Medi-Cal attorney discusses Medi-Cal Fraud
    • Three Common Issues with Medi-Cal and Nursing Homes
    • Three Ways to Protect Your Assets from Medi-Cal
    • When Does Medi-Cal Pay for Nursing Home Care?
    • Free Report: California Medi-cal Spend Down
    • Can a Medi-Cal Trust be Revoked?
    • Family Wealth Trusts and Medi-Cal Trusts
    • Medi-Cal Monthly Maintenance Needs Allowance
    • Do Healthy People Need Medi-Cal Planning?
    • The Impact of the Deficit Reduction Act on Medi-Cal
    • Do I Need Health Insurance if I Have Medicare or Medi-Cal?
    • Planning for Medi-Cal with Early Signs of Dementia
    • Medically Needy May be Covered by Medi-Cal
    • Medi-Cal Benefits More than Just the Poor
    • Free Report: How To Avoid Fraudulent Transfers in California Medi-Cal Planning
    • What is the Five Year Look Back Medi-Cal Rule?
    • How Does Medi-Cal Apply to Married Couples?
    • Will Medi-Cal Pay For in Home Health Care
    • Free Report: Intestate Succession in California
    • What is Medi-Cal? [Infographic]
  • Category: income tax
  • Category: taxation
  • Category: Conservatorship in California
    • Missing Long Beach Woman Highlights the Need for Conservatorships
    • Conservatorship vs. Guardianship in California
    • What is a PVP Attorney?
    • How Much Does it Cost to File for Conservatorship in California? [UPDATED 2020]
    • Can Nursing Homes Take Your House?
    • What is a Conservatorship in California
  • Category: News
    • The Sad Case of Elder Abuse
    • Solo Attorney Wins $4.7 Million Verdict
    • A Matter of Trust: Sisters Divided Over Aunt’s New Estate Plan
    • Scott Schomer is Named a Southern California Superlawyer.
  • Category: business succession planning
    • Start 2022 the Right Way
    • Using Entities in Estate Planning
  • Category: income taxation
  • Category: Elder Abuse
    • What Is Financial Abuse of the Elderly?
    • What You Need to Know about Nursing Home Abuse
    • What to Do If You Suspect Elder Abuse
    • Elder Abuse – What to Do If You Believe a Loved One Is a Victim
    • Be Aware of Elder Financial Abuse
    • Unexpected Eviction Can Be a Sign of Elder Financial Abuse
    • New Legislation Seeks to Protect Elders from Pseudo Professional Designations
    • Creative Scams Against Seniors Continue to Flourish
    • The Latest Fairy Tale: the Return of the Land Grant
    • The LifeLock Controversy: Is There No Protection Against Identity Theft?
    • June 15th is Elder Abuse Awareness Day!
  • Category: Pet Planning
    • Is a Pet Trust Right for Your Estate Plan?
    • Dog Ownership, Seniors, and Pet Planning
    • What is a Pet Trust and Why Would I Need One?
    • How Pet Trusts Can Protect Your Family Friend
    • Do You Need a Pet Trust for Your Family Friend?
    • Long Beach Residents Can Create Pet Trusts
    • The Basics of Pet Planning California
    • Check Out the Los Angeles Department of Animal Services for a New Pet
    • Wills and Pet Estate Planning
    • Consequences of Not Having a Pet Plan
    • What is a Pet Trust?
    • Alternatives to Pet Trusts
    • Disaster Plan for Pets
    • Distinctions Among Animals in the Legal System
    • Is a Trust Better Than a Will for Pet Planning?
    • What Should a Pet Plan Include?
    • Pet Estate Planning in California?
  • Category: technology
  • Category: tax planning
  • Category: Elder Law
    • 5 Things You Should Know About Elder Law
    • Educate Yourself for Alzheimer’s Awareness Month
    • Why a Family Caregiver Is Not Always the Best Option
    • Does My Parent Need a Legal Guardian?
    • Tips for Long-Distance Caregivers
    • Should I Purchase Long-Term Care Insurance?
    • 5 Reasons You Might Need an Elder Law Attorney
    • 5 Razones por las que Podría Necesitar un Abogado de la Ley de Ancianos
    • How to Choose the Best Nursing Home for a Parent
    • Providing Care from Afar
    • What Are the Medi-Cal Rules for a Healthy Spouse?
    • 2022 Medi-Cal Part B Premium Has Been Determined
    • Consider the Impact of Alzheimer’s Disease
    • These Long-Term Care Facts May Surprise You
    • Aging in Place With a Medi-Cal Waiver
    • This VA Benefit Can Help You Address Long-Term Care Costs
    • Does Medicare Cover Living Assistance?
    • Longevity Statistics May Surprise You
    • Sandwich Generation Members Face Challenges
    • What Is the Medi-Cal Asset Limit in 2021?
    • Will Infrastructure Plan Include Funding for Elder Care?
    • Medi-Cal Answers: Can My Spouse Keep My Income?
    • Legacy Planning: Medi-Cal Should Be on Your Radar
    • Elder Law News: Medicare Eligibility Age My Be Reduced
    • Elder Care Planning: Dissolve the Psychological Barrier
    • Veterans Aid and Attendance Pension Can Defray Assisted Living Costs
    • How Can a Special Needs Trust Trustee Spend the Money?
    • Medi-Cal Planning Can Preserve Your Legacy
    • Biden Plan Would Increase Social Security Benefits
    • Alzheimer’s Looms Large for Seniors
    • The Twilight Years Can Derail Your Legacy Plan
    • An Overview of Long-Term Care Insurance
    • Medi-Cal Spouse Allowances Get Upward Adjustment
    • Do You Have a Nursing Home Asset Protection Plan?
    • Elder Law Answers: What Is Aging in Place?
    • Will Your Parents Need Nursing Home Care?
    • Overview of Medi-Cal Healthy Spouse Allowances
    • What Is Medi-Cal Estate Recovery?
    • Are You a Member of the Sandwich Generation?
    • Medi-Cal Planning Can Preserve Your Legacy
    • Acknowledge the Potential Impact of Alzheimer’s Disease
    • Do You Qualify for the Veterans Special Pension?
    • Will You Need Long-Term Care?
    • Five Important Facts About Medi-Cal
    • Medi-Cal Can Preserve Your Legacy
    • Medi-Cal Parameters Adjusted for New Year
    • Veterans Pension Can Give Seniors a Boost
    • Can Medi-Cal Take Your Home?
    • Will Nursing Home Costs Consume Your Legacy?
    • Take Steps to Prevent a Guardianship
    • What Does an Elder Law Attorney Do?
    • Will Medi-Cal Pay for In-Home Care?
    • Medi-Cal Planning by the Numbers
    • Benefits for Seniors: Key Facts and Figures
    • Californians Get Favorable Medi-Cal Parameters
    • Wartime Veterans Pension Look-Back Imposed
    • Elder Law Insight: 3 Things to Know About Medicare
    • Elder Law Report: Medi-Cal Costs Will Rise
    • Nursing Home Costs Can Erase Your Legacy
    • Veterans Benefits Can Provide Much Needed Assistance
    • What Is a Medi-Cal Trust?
    • What’s the Difference Between a Medi-Cal Trust and a Living Trust?
    • Key Medi-Cal Facts and Figures for 2019
    • Los Angeles Seniors May be Eligible for Tax Filing Services
    • Elder Abuse and Neglect Resulting in Fatal Infections
    • What Does California Law Say About Disposition of Remains After Death
    • Los Alamitos Elder Law Lawyers and Their Fees
    • Long Beach to Provide Affordable Housing for Seniors
    • How Can I Protect My Elder with Dementia from Wandering from a Nursing Home?
    • Can Veterans Aid and Attendance Benefits Help with Long-Term Care Costs?
    • Los Angeles Aid and Attendance Benefits Lawyer Can Help You Apply
    • What You Need to Know About Los Angeles Elder Law Attorneys
    • What Should I Ask my Orange County Elder Law Lawyers?
    • Los Angeles Elder Law Lawyers Give Advice about Elder Financial Abuse
    • Hospice Care
    • Will Medi-Cal let me Sell My Home After my Spouse Dies?
    • Nursing Home Expenses in California
    • How Can Los Angeles Elder Law Attorneys Help?
    • Can a Medi-Cal Attorney Help Me Plan for Nursing Home Care?
    • Medi-Cal Assistance with Hospice Care
    • Medi-Cal Attorney’s Advice on Nursing Home Care
    • The Process for Conservatorship California Courts Follow
    • What You Need to Know about California Retirement Planning
    • How to Prepare for California Hospice Care
    • Elder Financial Abuse California Attorneys Know the Signs
    • Even the Healthy Need Medi-Cal Planning
    • Why Would I Need an Elder Law Attorney?
    • Pros and Cons of a Conservatorship in California
    • Do I Need Medi-Cal or Medicare?
    • The California Conservatorship Jurisdiction Act
    • Financial Elder Abuse Occurs Even in Famous Families
    • What is an Elder Law Attorney in Los Angeles CA?
    • What Do Elder Law Attorneys Charge for Their Services?
    • How can you keep From Losing Your Home to Medi-Cal?
    • Is There a National Organization of Elder Law Attorneys?
    • Free Report: California Nursing Homes Alternatives
    • Are County Nursing Homes Safe?
    • Medi-Cal Trust in Los Angeles: What Are Its Disadvantages?
    • Is Medi-Cal Available in California?
    • What are the Maximum Assets for Medi-Cal?
    • If I Die Intestate in Los Angeles, How will my Property be Distributed?
  • Category: Power of Attorney
    • What are the formalities of signing a power of attorney in California? [UPDATED 2020]
    • Power of Attorney in Los Angeles: How is a Limited POA Different from a General POA?
  • Category: consumer protection
    • What Everyone Should Know about the New FDIC Regulations
  • Category: Estate Management
    • Jim Morrison’s Estate Planning Mistake Remembered on Anniversary
    • The Myths Surrounding Veterans Aid and Attendance Benefits Eligibility
    • Ray Charles’ Management Problems Continue After his Death
    • The Latest Service: a Virtual Safe-Deposit Box?
    • New Ebay-Like Site Helps With Estate Administration
    • Even When Done Correctly, Managing Finances During Incompetency Can be Challenging
  • Category: Probate
    • What Does it Cost to Probate an Estate in California?
    • Common Probate Mistakes and How to Avoid Making Them
    • How Long Does It Take to Probate an Estate in California?
    • Herramientas y Estrategias de Evitación de Sucesiones
    • Probate Avoidance Tools and Strategies
    • How Do I Know If Formal Probate Is Required in California?
    • ¿Necesito un Abogado que Me Ayude a Legalizar un Patrimonio?
    • Do I Need a Lawyer to Help Me Probate an Estate?
    • Contesting a Will in California – What You Need to Know
    • What Happens During Probate?
    • Five Things You Should Know About Probate
    • Is Probate Always Necessary?
    • A Look at California Probate Shortcuts
    • The Heggstad Petition
    • Is Probate Always Necessary?
    • Are All Asset Transfers Subject to Probate?
    • What Can a Los Angeles Probate Attorney Do For You?
    • 5 Great Tips for Long Beach Probate Court Administration
    • Why Avoid Probate?
    • Common Reasons for Long Beach Probate Litigation
    • All You Need to Know About California’s Probate Mediation Process
    • Can Any Trust Beneficiary Challenge a Trust in Los Angeles Probate Court?
    • Can a “No Contest” Clause Help to Avoid Orange County Probate Litigation?
    • What Can I Do if Avoiding Probate is My Goal?
    • Los Angeles Probate Lawyers Explain Electronic Filing Requirement
    • How Long After a Will is Probated Can it Be Contested?
    • Discussing Intestate Succession With Your Los Angeles probate attorney
    • Why Do I Need a Long Beach Probate Lawyer?
    • Understanding Orange County Probate Ancillary Proceedings
    • Owner or Caretaker? Question Leads to Probate Litigation
    • Orange County Probate Process From Beginning to End
    • In Which County Will My Estate Be Probated?
    • In Estate Planning, Do I Need to Avoid Probate?
    • Avoiding Costly Mistakes in Probate Administration
    • Should I Include a “No Contest” Clause in My California Will?
    • Probate Lawyers Can Debunk the Myths
    • What is a Holographic Will and Should I Create One?
    • How to Handle Family Heirlooms in your Estate Plan
    • How Los Angeles Probate Attorneys Can Handle Language Barriers
    • Can I Appeal a Probate Litigation Case?
    • Tips for Planning Ahead to Avoid Probate Litigation
    • What is a California Probate Referee and When Does an Estate Need One?
    • How Do Prenuptial Agreements Affect Probate of an Estate?
    • Who is Responsible for Paying the Debts of the Deceased?
    • Understanding Undue Influence in California Probate Litigation
    • Are There Ways to Expedite Probate in Orange County?
    • Probate Administration of an Insolvent Estate
    • DIY Wills Often Lead to Probate Litigation
    • Los Alamitos Probate Lawyers Warn of These Mistakes
    • Primary Reasons for Probate Litigation in California
    • Is the Cost of Probate a Reason to Try to Avoid it?
    • How Long Does Probate Take for Los Angeles Residents?
    • How to Probate a Will in California
    • Los Angeles probate Lawyer Explains the Difference Between Probate and Non-Probate Assets
    • What You Need to Know about Avoiding Probate
    • Are Holographic Wills Allowed in California Probate Court?
    • Common Myths about the California Probate Process
    • What you should know about Los Angeles County Probate Court
    • Discussing intestate succession with your Los Angeles probate attorney
    • The Value of a Probate Attorney
    • Dispelling Myths About Probate Los Angeles Style
    • 7 Steps of the California Probate Process [UPDATED 2022]
    • Four Ways to Avoid the California Probate Process
    • Do You Know Who Will Receive Your Retirement Accounts?
    • The Never Ending Will Contest
    • Can I Avoid Probate by Placing My Child on Title to my Assets?
    • Treated Like a Dog?
    • On a personal note … are you ready?
    • Does it make sense to file probate to save a failing asset?
    • The Ultimate No-Contest Clause–Russian Style.
    • Adjusting Your Expectations
    • Parents Should Review Guardian Nominations Annually.
    • Do You Have the Right Kind of Trust?
    • Probate is Going to Get Worse in These Tough Economic Times
    • Administration of Missing Person’s Estate
    • What Is the Uniform Probate Code?
    • The Role of the Probate Court in Tackling LA Probate Law and its Proceedings
    • An Introduction to Conservatorship Aspects of LA Probate Law
    • What are the Consequences as per the LA Probate Law, if a Person Dies Without a Will but have a Joint Tenancy?
    • LA Probate Law – Dealing with the Most Vital and Essential Parts of Multiple Lives and Futures
    • The Execution of the Will pertaining to the LA Probate Law
    • LA Probate Law – Importance of A Will and Who Can Benefit from Probate
    • How Long Does Probate Take in California? [UPDATED 2020]
    • How Long Does It Take to Receive a Tax Clearance Letter?
    • Understanding the Process of Probate in Los Angeles
    • Does Your Firm Handle Probate of an Estate?
    • The California Probate Process : An Overview
    • Free Report: Overview of the California Probate Process
    • How Long Does the Probate Process Take in California?
  • Category: consumer
    • Estate Planning – Something You Shouldn’t Do Yourself
  • Category: Estate Planning
    • What Is Missing in Your Estate Plan?
    • What Is the Uniform Transfer to Minors Act?
    • Planificación Patrimonial para Parejas Sin Hijos
    • Estate Planning for Couples Without Children
    • Common Mistakes in Estate Planning – Part V
    • Planning for the International Client
    • Refresh and Reset: Syncing up in San Diego
    • Don’t Be a Turkey – Take Advantage of Your Annual Per Donee Exclusion Amount
    • Segundas Nupcias y Su Plan de Sucesión
    • Remarriage and Your Estate Plan
    • Do I Need an Advance Directive?
    • Types of Joint Ownership in California
    • Common Mistakes in Estate Planning – Part III
    • Common Mistakes in Estate Planning – Part II
    • Common Mistakes in Estate Planning – Part I
    • Cómo Incluir la Planificación Heredada en Su Plan Patrimonial
    • What to Do When You Do Not Want to Divide Your Estate Equally Among Your Children
    • More than Just Salad Dressing: The Ongoing Saga of Newman’s Own Foundation
    • Planning for the “Silver Tsunami”
    • How Much Power Is in a Power of Attorney?
    • Review Your Estate Plan During LGBT History Month
    • The Inflation Reduction Act
    • What’s Estate Planning Got to do with Interest Rates – Part II
    • What’s Estate Planning Got to do with Interest Rates – Part I
    • Hispanic Heritage Month in Los Angeles
    • How Can a Tax Apportionment Clause Benefit My Estate Plan?
    • How to Create Your First Estate Plan
    • Understanding Undue Influence – Part II
    • Understanding Undue Influence – Part I
    • Strategies to Help Protect Your Assets
    • ¿Cuándo Debo Actualizar Mi Plan de Sucesión?
    • How Do I Trust Thee…Part III
    • How Do I Trust Thee…Part I
    • Should I Gift While I Am Alive or After I Am Gone?
    • Can a Trust Be the Beneficiary of a Life Insurance Policy?
    • 5 Estate Planning Mistakes You Can Avoid Making
    • How Can Estate Planning Help Protect Your Business?
    • What Is Fiduciary Role and How Do I Pick My Fiduciaries?
    • Is It Time to Update Your Beneficiaries?
    • The Importance of Liquidity in Your Estate Plan
    • What Is a GRIT and Do I Need One?
    • Business Succession Planning May Be Easier than You Think
    • The Toll of Serving as Fiduciary
    • The Power in Powers of Appointment
    • Can I Prevent People from Contesting My Will?
    • Tips for Making Gifts to Grandchildren
    • What Is Veterans Aid and Attendance?
    • What Estate of Marion Levine Means for Life Insurance
    • Let’s Talk about Trusts…and Taxation
    • Just When You Thought You Understood the 10-Year Rule, Think Again
    • Understanding Life Insurance
    • How to Choose the Right Executor
    • State Income Taxation of Social Security Benefits
    • How Estate Planning for a Family May Trap the Unwary Practitioner
    • Should I Include a QTIP Trust in My Estate Plan?
    • Estate Planning Terms Explained
    • Double Your Gifting with Spousal Gift-Splitting
    • The Intersection of Legacy Contacts and Estate Planning
    • Common Ways to Include Charitable Gifts in Your Estate Plan
    • What Is the Most Important Estate Planning Document?
    • Dejar a Sus Hijos una Herencia de Suma Global Puede No Ser Sabio
    • Tax Planning for 2022
    • The Sky Isn’t Falling
    • Practical Lessons in Drafting
    • It’s Better to Give Than to Receive
    • What Happens If I Leave Property Out of My Living Trust?
    • Recently Divorced? Have You Updated Your Estate Plan?
    • How Can I Keep the Details of My Estate Plan Private?
    • Answer These Questions to Shape Your Estate Plan
    • Questions to Consider When It’s Time to Create Your Will
    • IRS Releases 2022 Estate Tax Exclusion
    • California Advocates for Nursing Home Reform: Abolish Medi-Cal Estate Recovery
    • Don’t be a Turkey – Use Your Annual Per Donee Exclusion Amount
    • Living in a Digital World and the Importance of Planning for Cryptocurrency
    • It Can Be Scary to Die Without an Estate Plan…the HORRORS of Intestacy
    • Neither Age Nor Health Determines Whether You Need an Estate Plan
    • The Kiddie Tax is No Child’s Game
    • How Estate Planning Documents Help Prevent Elder Abuse
    • Choose Your Estate Administrator Wisely
    • Do You Pay Capital Gains Tax on Inherited Appreciated Assets?
    • What Is a Life Estate?
    • DIY Estate Planning Can Yield Unintended Consequences 
    • What Is Probate and Why Do People Try to Avoid It?
    • Why Do You Need an Estate Plan?
    • A Casual Discussion With an Estate Planning Lawyer
    • Can You Revoke a Trust?
    • Does Your Estate Plan Include These Important Documents?
    • Changing “Irrevocable” Trusts Through Use of a Trust Protector
    • The Other Side of the Unauthorized Practice of Law
    • Dealing with a Negative Review
    • Is a Handwritten Will Valid in California?
    • Three Steps That Lead to an Effective Estate Plan
    • Estate Planning Is an Ongoing Process
    • Do Transfer on Death Accounts Avoid Probate?
    • Changing “Irrevocable” Trusts Through Judicial and Nonjudicial Modification
    • Changing “Irrevocable” Trusts Through Decanting
    • Conservation Easements Can Be a Good Solution
    • Own an Out-of-State Vacation Home? You Need a Living Trust
    • What Is a Fiduciary?
    • Debunking Four Estate Planning Myths
    • Who Gets Your Assets If You Don’t Have an Estate Plan?
    • Advantages of Using a “Grantor Trust” in Planning
    • Taxation of Nongrantor Trusts
    • Tax Reporting with Trusts
    • Dangers of Do-It-Yourself Estate Planning
    • Do You Avoid Probate With a Will?
    • Estate Planning for Millennials
    • Five Things You Should Know About Living Trusts
    • What’s the Difference Between Per Stirpes and Per Capita Beneficiaries?
    • Roth IRAs Can Be a Great Planning Strategy: Advanced
    • It’s Important to Have a Coordinated Estate Plan
    • Revocable Trusts Are Not Always Treated the Same as an Individual
    • Trust Distribution Standards May Be Very Broad
    • Soaring L.A. Real Estate Values Can Lead to Estate Tax Liability
    • When Is a Trust Better Than a Will?
    • Estate Planning Conference Discusses “For the 99.5% Act,” SECURE, and More
    • Learning and Camaraderie at the Academy Summit
    • ABLE Accounts Complement Special Needs Trusts
    • Plan Now for the Incredible Shrinking Exclusion
    • Keep It Simple With a Living Trust
    • Now Is the Time to Schedule an Estate Plan Review
    • These Four Trusts Fly Under the Radar
    • Do IRA Transfers to a Beneficiary Go Through Probate?
    • The QDOT Solution for Non-Citizen Spouses
    • Are You Sure Your Kids Want Your Stuff?
    • Five Tips for Planning Your Estate Effectively
    • Use It Before It’s Gone
    • The Role of the Estate Planning Attorney
    • CRT: Best Tool for Proposed Tax Changes?
    • Using Disclaimers to Achieve Client Goals: Double Disclaimers
    • Pandemic Relief for Employers
    • How to Dispose of “Stuff”
    • Using Disclaimers to Achieve Client Goals
    • Should a Married Couple Use a Shared Living Trust?
    • What Is a Life Estate?
    • Five Reasons to Put an Estate Plan in Place
    • Consider These Questions When You Plan Your Estate
    • Have You Made Your Final Arrangements?
    • When Is Probate Necessary?
    • An Overview of Living Trust Administration
    • Beneficiary Designations and the SECURE Act Basics
    • Beneficiary Designations
    • Beneficiary Designations and the SECURE Act: Prior Designations
    • Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries
    • Is Life Insurance Part of Your Estate Plan?
    • 2021 Estate Planning Survey Reveals Interesting Trend
    • Can Someone Challenge a Living Trust?
    • Is There a State Estate Tax in California?
    • What Happens to Assets Left Out of My Living Trust?
    • You Need These Four Estate Planning Documents
    • Can You Dissolve a Trust If Circumstances Change?
    • Gift Tax Exclusion Will Remain Constant in 2021
    • Biden Administration Could Reduce Estate Tax Exclusion
    • Joint Tenancy Problems in Estate Planning
    • Estate Planning Insight for Blended Families
    • Simple Wills 101
    • How Do You Include a Minor in Your Estate Plan?
    • Step-Up in Basis May Be Targeted
    • Updating Your Plan: Powers of Attorney
    • Updating Your Plan: Your Trust or Will
    • Tax Planning for 2021
    • Updating Your Plan: Beneficiary Designations
    • Is Joint Tenancy a Good Estate Planning Solution?
    • Estate Planning: Resolve to Stop the Procrastination in 2021
    • Genworth: Los Angeles Long-Term Care Costs Are on the Rise
    • Do IRA Beneficiaries Pay Taxes on the Income
    • Wealthy Entrepreneur Hsieh Died Intestate
    • Attend to These Estate Planning Details
    • Adjustment Will Increase Estate Tax Exclusion in 2021
    • An Overview of 2021 Medicare Premiums and Deductibles
    • A Time for Thanks and Community
    • Preparing for the Unexpected…and the Eventual
    • When Is a Trust Necessary (Part 2)?
    • When Is a Trust Necessary (Part 1)?
    • These Estate Planning Errors Can Be Costly
    • As COVID-19 Surges, a Clear Picture Emerges
    • Is the Uniform Probate Code Used in California?
    • Your Legacy Plan Can Include the Gift of Education
    • What’s an “Atom Bomb” or “Contingent Remainder” Beneficiary?
    • Academy’s Fall Summit Virtually Perfect
    • Fair Isn’t Always Equal and Vice Versa
    • Use Large Gift Tax Exclusion While You Can
    • Do You Pay Taxes on Living Trust Distributions?
    • Staying Current is Especially Important in the Pandemic
    • What Happens to Assets Left Out of a Living Trust?
    • Embrace the Estate Planning Process
    • Charitable Giving Can Enhance Your Legacy
    • Staying Current is Especially Important in the Pandemic
    • Chadwick Boseman Demonstrates the Importance of Planning
    • Puerto Ricans are Unique, as Is Estate Planning for Them
    • Are Inheritances Subject to Capital Gains Taxes?
    • What Is a Conservatorship?
    • Do You Lose Control of Assets in a Trust?
    • Address These Three Legacy Threats
    • Can You Create a Trust for Your Pet?
    • Four Reasons to Use a Trust Instead of a Will
    • Use the Exclusion or Lose It
    • Planning for Incapacity
    • Will Your Estate Plan Still Work If You Move?
    • Building Flexibility into Your Plan
    • Do You Need a Lawyer to Plan Your Estate?
    • Is a Shared Living Trust Right for You?
    • Inheritance Planning Can Be Laser Focused
    • IRAs and Inheritance Planning
    • Don’t Buy Into These Myths About Trusts
    • Assignment and Nominee
    • Leaving Assets Can Be Tricky
    • Leaving Assets Can Be Tricky – Part 3
    • Leaving Assets Can Be Tricky – Part 2
    • Estate Tax vs. Inheritance Tax
    • An Incentive Trust Can Provide Dual Benefits
    • Why Should I Use a Trust?
    • Are There Different Types of Wills?
    • Gift Tax 101
    • The Basics: “HIPAA” Powers
    • Removing Life Insurance Without Triggering the Transfer for Value Rule
    • The Basics: Powers of Attorney for Healthcare
    • A Heggstad Petition Can Provide a Solution
    • Steer Clear of These Estate Planning Traps
    • Gift Tax Closes Window of Opportunity
    • Avoiding Family Chaos in the Coronavirus Age
    • Estate Planning: Where Do You Begin?
    • Simplify the Estate Administration Process
    • Why Would You Use an Irrevocable Trust?
    • Why Do People Avoid Probate?
    • Uncompensated Transfers
    • Low-Interest Loans: An Estate Planning Technique
    • Keep Inheritances Safe With a Living Trust
    • Election Could Bring Estate Tax Changes
    • Anticipate Possible Estate Challenges
    • Families Gather in Novel Ways in Pandemic
    • Schomer Law Group Attends Exclusive Virtual Legal Conference
    • A Living Trust Is More Effective Than a Last Will
    • What Is a Generation-Skipping Trust?
    • A Pet Trust Can Provide a Solution
    • Economic Fallout from Coronavirus May Provide Opportunities
    • Estate Planning for the LGBT Community
    • How Is a Trust Administered?
    • Estate Planning for Small Business Partners
    • Avoid These Estate Planning Mistakes
    • Emotional Barriers Can Cause Estate Planning Inaction
    • Can You Modify a Living Trust?
    • Living Trust Administration: Intentions Matter
    • How Can an Estate Be Challenged?
    • Consider the Impact of an Inheritance
    • Preparing for Coronavirus
    • Five Key Inheritance Planning Considerations
    • Best Places to Retire: State Taxation
    • Joint Tenancy Pros and Cons
    • Planning for the Sandwich Generation
    • What Is a QPRT?
    • The SECURE Act May Impact Your Estate Plan
    • Lesson Learned From Kobe Bryant Crash
    • Beneficiary Designations and Other Non-Probate Transfers
    • The SECURE Act and What It Means for You
    • Planning for the SECURE Act
    • Inherited Knowledge Can Be Priceless
    • Trust Administration: Legal Assistance Can Be Invaluable
    • Top Five Estate Planning Tips
    • Remarriage Planning Can Protect Your Legacy
    • Estate Tax Exclusion Amount Adjusted for 2020
    • How Will You Age in Place and Be Able to Die at Home?
    • Tax Planning for 2020
    • Getting Together with Family for the Holidays
    • Reasons an Estate Plan Could Be Challenged: Part 3 – Fraud
    • Reasons an Estate Plan Could Be Challenged: Part 4 – Lack of Testamentary Capacity
    • SECURE Act 2.0 Would Enact More IRA Changes
    • What Is a QDOT?
    • Charitable Giving Can Enhance Your Legacy Plan
    • The Questions of Estate Planning, Part 5: How
    • Probate, Living Trusts & Heggstad Petitions: Part 3
    • Probate, Living Trusts & Heggstad Petitions: Part 2
    • Probate, Living Trusts & Heggstad Petitions: Part 1
    • Reasons an Estate Plan Could Be Challenged: Part 1 – Formal Requirements
    • The Questions of Estate Planning, Part 2
    • The Questions of Estate Planning, Part 3: When
    • The Questions of Estate Planning, Part I: Who
    • Inheritance Balancing for Family Business Owners
    • Estate Planning Demystified
    • Four Reasons to Engage an Estate Planning Attorney
    • Is Joint Tenancy a Good Estate Planning Solution?
    • When Does a Living Trust Terminate?
    • Don’t Forget a Letter of Final Instructions
    • Estate Taxes 101
    • Make Your Own Plan
    • Why Choose a Living Trust Over a Last Will?
    • Estate Taxes and Real Property
    • Don’t Make Assumptions About Trusts
    • Will My Heirs Pay an Inheritance Tax?
    • 529 Plans: Planning for Education with a Tax and Asset Protection Bonus
    • Planning for the Unexpected
    • Planning for Education Expenses
    • Planning for Special Needs Children
    • Two Trusts That Provide Advanced Solutions
    • Probate Can Be Misunderstood
    • Long-Term Planning: One Thing Leads to Another
    • There Is More Than One Type of Will
    • Planning for Step-Children
    • Disinheritance
    • Your Planning Can Help Your Loved Ones
    • How Much is Too Much?
    • Can You Add and Remove Assets From a Living Trust?
    • What Is the Function of the Probate Court?
    • Estate Planning for Young L.A. Families
    • Many Reasons to Plan
    • Wealth Preservation for High Net Worth Individuals
    • What Are the Duties of a Living Trust Trustee?
    • Take Steps to Prevent Estate Challenges
    • Why Crowdfunding May Cost You Medicaid Eligibility
    • Consequences of Modifying an Irrevocable Trust
    • Clarity is Key to Planning
    • Lessons to Learn From Aretha Franklin Case
    • Inheritance Planning Is an Ongoing Process
    • Estate Planning: A Glossary of Relevant Terms
    • Estate Tax Exposure and Affluence in Los Angeles
    • What is a GST Trust?
    • Staying Current on Estate Planning
    • New Tax Proposal re: Retirement Savings
    • Don’t Assume–Creative Estate Planning Solutions Exist
    • Last Wills vs. Living Trusts: Weighing the Pros and Cons
    • Estate Planning Procrastination Had Devastating Impact on LA Legend Morrison
    • Basic Estate Plan Components
    • Estate Planning and Remarriage
    • A Conversation With an Inheritance Planning Attorney
    • Top Five Benefits of a Living Trust
    • Modifying an Irrevocable Trust
    • Trust Protectors Add Flexibility
    • Making Trusts More Flexible
    • When and Where You Die Matters
    • Planning is Critical
    • Can You Give Gifts to Avoid the Estate Tax?
    • Study: Most Los Angeles Residents Do Not Have Wills
    • Attend an Upcoming Estate Planning Seminar
    • Estate Administration: Fact vs. Fiction
    • The Right Estate Tax Efficiency Strategy Can Preserve Your Legacy
    • New Estate Tax Proposal
    • ABLE Accounts
    • What are UGMA and UTMA Accounts?
    • Common Misconceptions Regarding Los Angeles Living Trusts
    • What Are 529 Plans and What Are Their Advantages?
    • Are Beneficiaries Entitled to a Copy of the Will?
    • What Are the Most Important Things I Need to Know About Estate Planning?
    • What is a Revocable Living Trust?
    • State Income Taxation
    • State Income Taxation of Nongrantor Trusts
    • New Tax Proposals
    • Beneficiary Designations, etc., Aren’t a True Substitute for a Trust
    • Top Four Reasons to Create a Comprehensive Estate Plan
    • Selecting an Agent
    • Nongrantor Trusts Can Be Very Useful in Certain Situations
    • How to Preserve Your Legacy With Estate Planning
    • Proposed Regulations Address “Clawback” Issue
    • Being Thankful and Sharing Your Blessings
    • QDRO: Not Just for Divorce Anymore
    • Giving Back
    • Using Dynasty Trusts to Protect Your Estate For Generations to Come
    • Naming a Trust as Beneficiary of an IRA
    • Prenuptial Agreements Can Provide Remarriage Protection
    • Estate Planning is About More Tan Taxes
    • California Estate Planning for Non-Citizens
    • Aretha Franklin Died Intestate: What Does It Mean for Her Family?
    • New Asset Transfer Look-Back for VA Aid & Attendance Coming Soon: The Window of Opportunity is Closing Quickly!
    • Estate Planning is for You, Not Just Your Parents or Grandparents
    • Special Accounts for People with Special Needs
    • Los Angeles Estate Planning Lawyers Dispel the Stigma of a Prenup
    • Planning for the Client Moving Overseas
    • Why Should You Create a Special Needs Trust?
    • What’s a 529 Plan and What Are the Benefits to Using One?
    • Planning for Lottery Winners, Part 2 of 2
    • Planning for Lottery Winners, Part 1 of 2
    • The Value of Orange County Estate Planning Attorneys
    • Trusts for Privacy
    • Living Trusts: True or False?
    • Los Angeles Property Listed as the Most Expensive in the Area
    • Estate Planning: It’s Not Just About the Estate Taxes
    • Planning for Frequent Flyer Miles
    • You Never Know: Planning for the Unexpected
    • Incapacity Planning
    • Three Tips for Avoiding Estate Litigation
    • Who Makes the Decision When There is No Advance Directive?
    • Do Prenuptial Agreements Result in Trust and Estate Litigation?
    • Planning for the International Client
    • 6 Important Estate Planning Considerations – Part 6: Taxes
    • Dead Hand Control: How Much is Too Much?
    • Planning for the Unexpected
    • Do-It-Yourself Estate Planning Can Lead to Litigation
    • 6 Important Estate Planning Considerations – Part 3: Your Kids
    • 6 Important Estate Planning Considerations – Part 5: Retirement Assets
    • Estate Planning is Too Important to Procrastinate
    • 6 Important Estate Planning Considerations – Part 4: Beneficiary Designations
    • Academy Event in Las Vegas Hit the Jackpot!
    • 6 Important Estate Planning Considerations – Part 2: Long-Term Care
    • 6 Important Estate Planning Considerations – Part 1: Incapacity
    • Retirement: It’s not Just About the Money
    • Estate Planning Attorneys Discuss Privacy Issues
    • Academy Event in Las Vegas is No Gamble
    • Estate Planning Lawyers Advice for Gay Seniors
    • Income Tax Basis in Estate Planning – Part 2
    • How Are You Planning for Long-Term Care (LTC) Expenses?
    • Treasury Releases New Inflation Adjustment
    • Basis is Important in Estate Planning
    • When Should I Revisit My Estate Plan?
    • Estate Planning Attorneys Help Sole Proprietors With Their Business Plan
    • Age-Related Retirement Milestones
    • Retirement is Complicated
    • Estate Planning: Simple is not Always Better
    • Estate Planning: The Simplest Plan is Usually Not the Best
    • Understanding the Uniform Transfers to Minors Act
    • Donor Advised Funds: IRS Issues New Ruling
    • Planning for Retirement Plans and IRAs: Asset Protection
    • Planning for Retirement Plans and IRAs: Beneficiary Designation
    • Sager Family Shows Perils of Blended Families
    • Estate Planning Attorneys Give Advice to Newlyweds and Young Families
    • Preserving Your Wealth for Generations
    • When Do You Need a Special Needs Trust?
    • Irrevocable Trusts: What Are They and Why Do I Need One?
    • No Charitable Deduction in 2018?
    • New Year’s Greetings
    • A Special Option for Special Kids
    • Basics of Estate Planning: IRAs
    • Planning to Enjoy Thanksgiving
    • Basics of Estate Planning: Powers of Appointment – Part 2
    • Basics of Estate Planning: Powers of Appointment – Part 1
    • Understanding the Difference Between a Living Trust and a Medicaid Trust
    • Is Inheritance Planning the Same as Estate Planning?
    • Basics of Estate Planning: Portability
    • Basics of Estate Planning: Portability vs. Credit Shelter Trust
    • How Tax Reform Could Impact Various Families
    • Including Guardianship Provisions in Your Estate Plan
    • Los Alamitos Estate Planning for Veterans: What You Should Know
    • Face Painting and Feeding the Needy in Orange County
    • Is it Possible to Increase a Veteran’s Disability Rating?
    • Be Cautious of Veterans Charity Scams in your Estate Planning
    • 7 Tips for Attending your Veterans Compensation and Pension Exam
    • Digital Estate Planning: Preparing for the Future
    • The Importance of Los Angeles Estate Planning for Veterans
    • Basics of Estate Planning: Lack of Coordination
    • Law in the U.S. can be Participatory
    • Basics of Estate Planning: Getting the Most out of Charitable Gifts
    • Basics of Estate Planning: Two Common Mistakes with Trusts
    • Basics of Estate Planning: Choosing a Roth or Traditional IRA (or 401k)
    • Basics of Estate Planning: Advising Clients on Selecting Fiduciaries
    • Basics of Estate Planning: Estate Planning for Major Life Events
    • Distinguishing Between Community and Separate Property in Your Estate Plan
    • Including Veterans Pension Benefits in Your Retirement Planning
    • How Does My Debt Affect My Estate Planning?
    • Anniversary of Shark Attack Reiterates Need for Orange County Estate Planning
    • Orange County Estate Planning Lawyers Can Help Keep your Plan Private
    • Orange County Estate Planning Attorneys Provide 12 Easy Steps
    • What Happens if I am Single and I Die Without a Will?
    • What Happens if My Spouse and I Die at the Same Time?
    • Five Mistakes to Avoid When Creating a Will
    • Five Facts About Federal Estate Taxes
    • Revocable Trust vs. Irrevocable Trust: Which Do I Choose?
    • Everything You Need to Know about Wills
    • Fatal Crash in Hesperia Highlights Need for Estate Plan
    • 4 Reasons for Contesting a Will
    • The Benefits of Having a Durable Power of Attorney
    • Should I Include a Pet Trust in My Estate Plan?
    • How California Inheritance Laws Determine Distribution of an Estate [UPDATED 2020]
    • What Are the Executor Duties to Pay Creditors?
    • Living Trust Lawyer Dispels Common Myths
    • Understanding Guardianship for Minors in California
    • Should I Use a Do It Yourself Will?
    • There is no California Inheritance Tax
    • What is a Trust and how do You Create One?
    • Understanding Your Executor Duties
    • The Risks of Using an Online Will
    • Wrongful Death Lawsuit Settled Against Studio City Fitness Gym in Los Angeles
    • Understanding the Purpose of a Spendthrift Trust
    • Using a Living Will as a Healthcare Directive
    • 7 Common Questions about an Irrevocable Trust
    • What the Executor of a Will Should Know about Wills
    • All You Need to Know about a Testamentary Trust
    • The Benefits of a Family Limited Partnership
    • Elder Law Attorneys Provide Legal Help for Seniors
    • Competency to Create a Last Will and Testament
    • Los Angeles Clear the Shelters Event Helps Pets Find Homes
    • Mistakes to Avoid in Los Angeles Probate Administration
    • Should I Include my Timeshare in my Living Trust?
    • California does not Impose Inheritance Taxes
    • Common Reasons for Contested Wills
    • Modifying Revocable Trusts
    • An Executor of Estate Should Know the California Slayer Statute
    • California Estate Tax and Lottery Winnings
    • Responsibilities of Executor in Probating California Estate
    • Do I Need a Pour Over Will?
    • Why Asset Protection is Important for Financial Planning
    • Los Angeles Trusts Attorney Can Help You Avoid Mistakes
    • Let Prince be an Example: Don’t Die without a Will
    • Aspects of a Living Will California Residents Should Know
    • Estate Administration and the Distribution of Property
    • How to Roll Over an IRA
    • Why you need a Los Angeles estate planning attorney
    • Living Trust Attorney Explains how a Living Trust Works
    • Common Mistakes in Retirement Planning You Should Avoid
    • Three Most Common Questions about Estate Tax
    • Can Living Trust Lawyers be Trustees?
    • Tips for Avoiding Trust Litigation
    • What is Digital Estate Planning and Why Do I Need it?
    • 4 Advantages of a Durable Power of Attorney
    • What is a Third-Party Special Needs Trust?
    • Creating a Will: Who is competent?
    • What You Should Know about a DIY Estate Plan
    • Should I Be Worried About Inheritance Tax?
    • California’s Ancillary Probate Process
    • When does Trust Litigation Become Necessary?
    • Dying without a Will in California
    • 5 Mistakes to Avoid in Filing Estate Tax Return
    • The California Lottery Pays Big for Education in Los Angeles
    • What You Need to Know About California Estate Tax [UPDATED 2019]
    • 2 Main Purposes of Estate Planning
    • Is it Possible to Reject an Inheritance?
    • Three Benefits of a Living Trust
    • Living Trust: 3 Most Common Myths
    • 4 Reasons You Must Have an Estate Plan
    • Three Ways to Avoid Federal Estate Tax
    • 4 Types of Wills and what they Should Include [UPDATED 2020]
    • The Importance of Minimizing Surprises
    • Not Every Power of Attorney is the Same!
    • Irrevocable Trusts in California
    • Does Your Estate Plan Anticipate the Bereavement Effect?
    • Which is Better: a Will or a Trust?
    • Your Mother Always Said: Don’t Leave a Mess!
    • Life’s Stages Dictate Different Estate Plans
    • What are the Crucial Estate planning documents?
    • Do-it-yourself (DIY) estate planning – Is it worth saving the few dollars?
    • Should I Create a QTIP Trust?
    • How to Transfer Appreciable Assets as Gifts
    • What Makes a Trust Irrevocable?
    • It is Time to Update Your Will
    • What is a Letter of Instruction?
    • Are verbal wills valid in California?
    • What are Crummey Powers?
    • What do Per Stirpes and Per Capita Mean?
    • Does Your Firm Handle Wills?
    • How Long Does it Take to Create a Revocable Trust?
    • A Living Trust: The Good and the Bad
    • Diffusing Sibling Rivalry in Estate Planning
    • Who Should Have a Will?
    • Free Report: The Disadvantages of a Bare Bones Trust in California
    • LA Probate Law Estate Planning for Seniors
    • Estate Liquidity Planning
    • What is the Capital Gains Tax?
    • Why Have a Living Trust?
    • Maintaining Control with a Living Trust
    • How Do I Revoke my Trust?
    • What You Need to Know About Living Trusts
    • How Do Trusts Affect Income Taxes?
    • Living Trust vs Power of Attorney
    • Should I Modify My Trust if I Buy or Sell Assets?
    • When is an Estate Tax Return Due?
    • Annual Fees for a Trust in California
    • What is an IDGT?
    • Do I Have to Come in to Make Changes to a Trust?
    • Video Blog: Services Offered by the Schomer Law Group – Living Trusts, Wills, Probate, Litigation
    • Free Report: Being a Personal Representative in California
    • Free Report: How to Preserve Your Wealth For Generations in California
    • Can I Give My Child $10,000 Every Year?
    • Can Agents Give Gifts Through My Power of Attorney?
    • Transferring Property into Trust
    • Free Report: Legacy Wealth Planning in California
    • How to Preserve Your Wealth for Generations in California
    • Free Report: Advance Health Care Directives in California
    • Free Report: Incapacity in California
    • Guide to Personal Representative in California
    • When Does a Revocable Trust End?
    • Intestate Succession in California
    • What Is Joint Tenancy with Right of Survivorship in Los Angeles CA?
    • Property Taxes and Living Trusts in California
    • Is Everyone Required to Honor a Power of Attorney?
    • Leaving Your Estate to Your Spouse Tax Free
    • When is a Power of Attorney Effective
    • Legacy Wealth Planning in California: Protecting Your Family’s Future
    • Free Report: Power of Attorney in California
    • What Is Estate Planning?
    • Can I Create a Joint Tenancy With My Child in Los Angeles?
    • Do I have to pay taxes if someone gives me money?
    • Is Probate Always Required?
    • Should I have a durable power of attorney for health care?
    • What Happens to a Living Trust When One Spouse Dies?
    • What are the Options for Taking Care of an Incapacitated Loved One?
    • What Is a Living Will in Los Angeles California?
    • How Do You Terminate a Power of Attorney in Los Angeles CA?
  • Category: Special Needs Planning
    • How to Make Sure Your Special Needs Trust Is Used As Intended
    • Does Medicaid Recover the Remainder in a Special Needs Trust?
    • Is There a Distinction Between SSI and SSDI?
    • Special Needs Planning Can Preserve Government Benefits
    • Another Type of Medi-Cal Planning
    • What’s the Difference Between SSI and SSDI?
    • Special Needs Planning and Estate Recovery
    • Use Resources Efficiently With a Special Needs Trust
    • Upcoming Workshop in Los Angeles Provides Helpful Information for Children with Autism
    • What Is a Special Needs Trust in Los Angeles California?
    • Pooled Trusts in Special Needs Planning
    • SSI and Special Needs Trusts
    • How Much Does a Special Needs Trust Cost in California?
    • What Are the Differences Between SSI and SSDI?
    • What is a Third Party Special Needs Trust?
    • How to Protect Personal Injury Settlement From Creditors
  • Category: retirement planning
    • 2022 Global Retirement Index Top 5 List
    • Best Places to Retire Abroad
    • How Does California Rank for Retirees?
    • Application of the Updated Life Expectancy Tables
  • Category: family-owned business
    • The Importance of El Segundo Small Business Planning
    • New Retail Furniture Chain Coming to Huntington Beach
    • LA County Fair has Huge Economic Impact on Business
    • What Happens to Your Business After a Divorce?
    • Understanding the Benefits of Pass-through Businesses
    • What is a Family Limited Partnership?
    • What is a Buy-Sell Agreement?
    • What is Succession Planning?
    • How to Save on Taxes When Choosing Your Business Entity
    • Sole Proprietors Need Business Estate Planning
    • Limited Liability Companies and Asset Protection
    • Lifetime Transfers and Testamentary Transfers
    • Free Report: Family-Owned Business Estate Planning in California
    • Family-Owned Business Estate Planning in California
  • Category: Taxes
    • How Will Tax Reform Impact Seniors and Persons with Disabilities?
    • Free Report: What You Should Know About Capital Gains in California
    • What is the Marital Deduction in Los Angeles?
  • Category: Attorney
  • Category: Fraudulent Transfers
    • Avoiding Fraudulent Transfers in California When Protecting Your Assets
  • Category: Trust Administration and Probate
    • What You Should Know about Asset Protection Trusts
    • Can a Beneficiary’s Interest in a Trust Be Sold?
    • How Can I Encourage a Beneficiary to Use an Inheritance as Intended?
    • Can a Trustee Be Held Personally Liable for Mistakes Made When Administering a Trust?
    • Trust Administration – A Checklist for the First-Time Trustee
    • What Type of Trust Is Right for You?
    • Can I Be the Trustee of the Trust I Establish?
    • Why A Will Is Still Necessary If You Have a Family Wealth Trust
    • Can I Appoint Myself as Trustee?
    • QTIP Trust vs Bypass Trust: Which Do You Need?
    • What are the Advantages and Disadvantages of a Living Trust?
    • When Do I Need a Tax ID Number for a Trust?
    • What You Need to Know About Suing a Trustee of a Trust
    • The Key to Perfect Los Angeles Trust Administration
    • What Trustees Need to Know About Constructive Trusts
    • What is an AB Living Trust?
    • What Happens to a Living Trust at Death?
    • What is Administration of the Trust?
    • Everything You Should Know About Orange County Trust Administration
    • Special Needs Trust Administration and the Use of Prepaid Debit Cards
    • Dispelling the Most Common Myths About the Living Trust
    • Trust Administration Vs. Estate Probate: Which is Better?
    • Trust Administration and Timeshares in California
    • What Trust Beneficiaries Should Expect from Trust Administration
    • What is Trust and Estate Litigation and Can I Avoid It?
    • How Does the Sole Benefit Rule Affect Trust Administration?
    • Tips for Managing Real Estate in Your Los Angeles Trust Administration
    • Trust Administration: Should Your Lawyer Be Your Trustee?
    • What is a Constructive Trust and Why Would You Ever Need One?
    • Lost Alamitos Trust Lawyers Discuss the Benefits of Pet Trusts
    • The Importance of Funding in Los Angeles Trust Administration
    • What is Required When a Loved One with a Living Trust Dies?
    • Orange County Trust Lawyers Discuss Trust Issues
    • Los Angeles Trust Lawyers Explain Timeshares and Living Trusts
    • Mistakes to Avoid in Los Angeles Trust Administration
    • A Guide to Avoiding Probate
    • What is a Grantor Retained Annuity Trust?
    • What is a Qualified Personal Residence Trust?
    • What is a Charitable Remainder Trust?
    • The Disadvantages of a Bare Bones Trust
    • How to Distribute Assets to Beneficiaries
    • Free Report: The Ins and Outs of Distributing An Estate in California
    • How Do I Fund My Trust?
    • Do Beneficiaries Pay Inheritance Tax?
    • Estate Planning with POD or TOD Accounts
    • Should I Name My Attorney Trustee of my Living Trust?
    • What is an ILIT?
    • How Much Does Probate Cost?
  • Category: Business succession

Testimonials

  • Frank & Jutta R
  • Paula M.
  • Phillip G.
  • Bob L.
  • Bob S.
  • Robert Fortunato
  • Joan S.
  • Kim

Seminars

  • Webinar: How to Avoid Probate and Disputes Through Proper Estate Planning
  • In-Person Seminar: Invest With Evidence
  • In-Person Seminar: Living Trust and Wills
  • Unprecedented - Financial Planning Webinar
  • How to Avoid Probate and Disputes Through Proper Estate Planning
  • TRUSTEE SCHOOL: Steps to Take, Mistakes to Avoid
  • Michael J. Fox Foundation - Avoid Probate Like A Pro With A Quality Estate Plan
  • UNPRECEDENTED - An Investor's Guide
  • In-Person Seminar: Living Trust and Wills

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Testimonials

Client Review
July 29, 2020
    

We need to update our Living Trust and attended Schomer Law Group’s seminar. Afterwards we made an appointment and were impressed by the attention Scott Schomer and Liran Aliav gave to our case answering all questions and making suggestions how to minimize the estate tax. All the office staff is very friendly and we highly recommend Schomer Law Group.

Frank & Jutta R
Client Review
July 29, 2020
    

Mr. Schomer does an amazing job at explaining all the intricacies of establishing a trust. He and his team help you every step of the way so you always know what to expect and what you are preparing for. Best education you can get and the best gift you can give your family.

Paula M.
Client Review
July 29, 2020
    

We put off getting a trust for years. After attending a seminar with Scott Schomer we realized that the time had come to get a trust. We were given very good reasons for why we should get a trust. No pressure, just the plain facts. We are very relieved and happy to finally get our trust. Scott and Cesar were very knowledgeable, helpful and listened to our ideas of what we had to say. Any questions that we have now and in the future they are available to assist us to solve them. I recommend the Schomer Law Group and I wish we knew about them years ago.

Phillip G.
Client Review
July 29, 2020
    

When you’re presented with an invitation to attend in a mailer, you may have reservations, this was a truly gift!! My wife and I were educated and guided through the process of creating a family trust.
Both of our parents had attorney’s that “worked” with wills/trusts, but came up short. Fortunately, the Schomer Law Group was there! This is a group of attorney’s that only specialize in estate planning, law, and financial advice, so you know you’re getting expert and personalized advice. This is the best money we’ve ever spent!! Thank you!

Bob L.
Client Review
July 29, 2020
    

We knew we had to update our 10 year old ( 20 page ) trust. After several detailed meetings, Liran and Cesar produced a large ( 300 pages + ) highly detailed trust document that we have used to make sure our family estate is well managed and clearly understood.
They were all very helpful in answering myriad questions and explaining all the various options…

We would strongly recommend the Schomer Law Group to anyone with an estate of even modest means, to assure proper planning…

Bob S.
Client Review
July 29, 2020
    

We had contemplated updating our will and starting a trust for a number of years. After attending a talk by Scott Schomer we realized we were long overdue and the potential downside of not having our affairs in order was significant. Scott and his excellent team made the process simple and seamless. They were great listeners, addressed all our concerns and even pulled and processed all the paperwork from our financial institutions. If you are looking for assistance with estate planning, wills and trusts, we highly recommend Schomer Law Group.

Robert F.
Client Review
July 29, 2020
    

Very competent & informative – friendly atmosphere – ready to answer the most mundane questions – relaxed.

Joan S.
Client Review
July 29, 2020
    

Mr. Schomer was excellent in getting our family trust and estate affairs in order. My husband and I had put off doing this and Scott really made the process easy! He is very passionate in making sure his clients get all that they need and we really appreciated it. I would highly recommend him and look forward to the many years he will be available to assist our family.

Kim

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2155 Campus Drive
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El Segundo, CA 90245
Phone: (310) 337-7696
Fax: 310-337-1277

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