Is it time to update your will and trust with Alzheimer’s San Diego?
If you care deeply about the devastating toll Alzheimer’s takes on families and want your local dollars going to support local needs, it may be time to update your will and trust. Alzheimer’s San Diego, a 501(c) (3) tax exempt (Tax ID 47-5534541) California public benefit corporation, has taken over the local programs and partnerships of the Alzheimer’s Association San Diego Chapter. Late last year, the National Alzheimer’s Association made the decision to take over all loca
New Case Alert
Carne v. Worthington Filed April 13, 2016, Fourth District, Div. One Cite as D067756 Decedent executed a revocable trust in 1985 (the “1985 Trust”), and real property located on Via Regla was transferred to the 1985 Trust. Decedent executed an irrevocable trust in 2009 (the “2009 Trust”) which stated, “I transfer to my Trustee the property listed in Schedule A, attached to this agreement.” The sole asset listed on Schedule A was the Via Regla property. Decedent’s daughter fil
2016 Medi-Cal APPR Released
The Department of Health Care Services has released ACWDL 16-11 raising the APPR for 2016 (effective 1/1/2016) to $8,189. (Up from $8,092 in 2015). The APPR is used to determine the Medi-Cal transfer penalty for Long Term Care residents.
Ammerman, et al. v. Callender, et al.
Filed March 23, 2016, Fourth District, Div. Three Cite as G049880 Beneficiary Cathe Callender appealed orders concerning the interpretation and administration of a trust which included licensing agreements for use of the Marie Callender name. The beneficiaries disputed the division of the trust residue by the so-called changing fraction method, whereby the beneficiaries’ interests are revalued with each non-pro rata distribution payment, such as estate tax payments. Cathe a
