2015 Estate, Gift and GST Rates
Tax Exemption Inflation Increases for 2015: In 2015, there is a $5,430,000 federal estate tax exemption (increased from $5,340,000 in...
Your Rights as Trust Beneficiary
Trust Beneficiary’s Right to Information: The trustee has a duty to keep the beneficiaries of a trust reasonably informed of the trust...
Protection of the House
California has one of the most aggressive estate recovery programs in the Country. The Medi-Cal Estate recovery regulations provide that...
Estate Planning for Clients Facing Catastrophic Long-Term Care Costs
Many estate-planning attorneys focus on dealing with tax issues when drafting estate plans. However, because many elderly clients are...
The Medi-Cal Retirement Plan Trap
Most retirement plans are treated as exempt assets when a person applies for Medi-Cal. These funds are exempt if the family member whose...
When Can A Nursing Home Apply For Medi-Cal For Their Resident?
Many individuals in skilled nursing facilities cannot afford to pay $6,000 to $8,000 per month but require care around the clock. In such...