With Your Family in Mind

  More Medicare recipients are being notified they are receiving services as an “outpatient” even though they are being given service in a hospital or emergency room.  The effect of labeling someone as an ‘outpatient” directly affects what their health insurance covers and whether they will be...

What if you have a living trust but you become seriously disabled or die and you have been living alone? How will your successor trustee know what to do, who to contact, and how to locate and access your trust documents, accounts and other assets? You should consider supplying your successor...

 The U.S. consumer is awash in financial information and tools in preparing for their financial future. An internet search of the words “financial planning” generates millions of web hits. With all this financial know-how at Americans’ fingertips, it’s reasonable to believe they are doing the...

 In my law practice, I get this question almost every week. And my answer is always no: You do not get any creditor protection from a revocable living trust. This upsets people sometimes because they really want that protection and they have “heard” they can get it with a trust. I believe...

Even though the deed says it belongs to your spouse as his or her separate property? A situation occurring frequently in family law cases is where, after the parties are married, they decide to put the family residence in one spouse’s name for the purpose of refinancing with the intent of...

 Poole & Shaffery, LLP, has named two new partners as the full-service law firm continues to build on its track record of providing top-quality professional service to its business and corporate clients. Newly named Partner Jaion Chung is based in Poole & Shaffery’s Los Angeles office,...

 Have you ever thought of becoming a foster parent or wanted to adopt a child in need of permanency? Koinonia Family Services is now serving the Santa Clarita and San Fernando Valleys, and is looking for families who want to provide safe, caring, and nurturing homes for children who are in need...

 Divorce proceedings are multi-faceted and involve multiple areas of potential dispute. From an initial separation, issues arise with respect to establishing a parenting plan, temporary financial support, maintenance of debt, securing and itemizing assets. Further into the process, issues arise...

 Comfort Keepers In-Home Care is very excited to partner with Grandpad, a technology solution to connect family members. We’ve talked about being observant when visiting aging loved ones. You may notice a lack of confidence, which can be as a result of physical and/or cognitive changes that may...

 There are many different kinds of Trusts, and each serves a different purpose.  Trusts are not “one-size-fits-all” documents.  The appropriate type of Trust should be selected and designed only with the assistance of an experienced Elder Law/Estate Planning Attorney.  The Attorney should...

 When couples make the decision to legally separate or dissolve their marriage, they have more options than to just muddle through it on their own or retain attorneys and go to battle. Discovering what those alternatives are is part of the education process we offer couples as they embark on...

 An estate plan technique that was very popular some years ago, is still present in many people’s trusts, especially if they have not reviewed their estate plan in a while.  This technique - called a “bypass trust” may no longer be necessary because of changes to our federal estate tax. Not...

 One of the most useful, flexible and cost-effective legal devices available is the Revocable Living Trust. If properly drafted and funded, a Trust can enable us to avoid probate and perhaps save hundreds of thousands of dollars of Federal estate tax. Its successful implementation depends not...

Over the past couple decades, there’s been a seismic shift in the estate tax landscape coupled with the fact that people are living considerably longer. Before 2010, California estate planning was almost always focused on reducing transfer taxes, among other things. There are countless...

 Many people want it know the secret to financial success.  Whether they should be saving more, protecting more, investing more, spending less… everyone wants a magic bullet to set them on the road to financial success.  The hard part is– I can’t give that to them. At Thrivent Financial, we...

Over the past couple decades, there’s been a seismic shift in the estate tax landscape coupled with the fact that people are living considerably longer. Before 2010, California estate planning was almost always focused on reducing transfer taxes, among other things. There are countless...

There are two types of support in California.  One is child support and the other is spousal support.  There are two types of orders in California dissolution cases.  One is a temporary order during the pendency of the case, called a pendente lite order.  And the other is an order after...

 Founded in 2007 by clinical directors Danielle Sheehy and Jody Stiegemeyer, Behavioral Learning Center, Inc. provides behavior analytic services to children and adults with developmental disabilities and related conditions. Intervention is provided to our clients across school, home, and...