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Previously, I discussed the types and applications of various Special Needs Trusts (SNTs). I highly encourage you to review the previous article for comprehensive information on the subject. However, here is a brief synopsis of my previous article for your reference: A Special Needs Trust is a type of trust created to address the long-term [...]
https://www.youtube.com/watch?v=CRx5ormTXAg There can be some confusion regarding the different terminology associated with Trusts. Attorney Allyson S. Heller sits down to discuss the most important Trust terms. Trustor, sometimes referred to as the Settler or Grantor., A Trustor is the person or in the case of a married couple the persons who create and [...]
We are honored to be voted once again as San Gabriel Valley’s best in "Living Trust Attorney" and "Legal Services" by Pasadena Star-News, San Gabriel Valley Tribune, and Whittier Daily News. We extend our heartfelt thanks to our clients for this esteemed recognition. Recently featured in USA Today’s "Estate Planning 101," we are dedicated to [...]
Many people visit our office holding their parents' family home within a trust created by their parents, often years after both parents have passed away. What most of these people don't realize is that once a trust has fulfilled its purpose, it should typically be defunded, and the assets should be transferred to a new [...]
Understanding the Differences & Benefits of Trusts and Wills in Estate Planning Covina, CA Trusts and Wills are the two of the most commonly used estate planning documents, and they form the foundation of most estate plans. While both documents are legal vehicles designed to distribute your assets in Covina, and through California, how they [...]
Estate planning is a process that allows you to protect your loved ones by avoiding the expensive and time-consuming probate court process. Estate planning is not just for older adults but is equally important for young adults who have recently gained legal independence. This planning ensures that parents can continue to support their children in [...]
Cookie-cutter plans just don’t cut it for LGBTQIA+ families. While major strides for LGBTQ+ rights have been made in recent years, estate planning law is still written with hetero, cisgender couples in mind, which means that your wishes and your rights may not be respected when you die or if you become incapacitated without proper [...]
It’s that time of year…tax season. When most of us think of tax season, we think of our individual and business tax returns since these are the most common tax forms. Most of us do not think of the tax obligations relating to estates and lifetime gifts—but many of us should. In 2024, the estate [...]
Many pet owners worry about what will happen to their animals when they pass away. Fortunately, California law allows for the creation and establishment of something called a “pet trust,” which allows pet owners to legally set aside funds to be applied towards the lifetime care of their furry, feathery and scaly family members. A [...]
The holidays are here, and what does that mean? Soon you’ll be hearing people talking about their New Year’s resolutions. “I’m going to read at least one hour per day,” they’ll say. They’ll emphatically declare, “I’m going to work out more,” and “I’m going to eat better!” But let’s be honest—these types of resolutions require [...]
