Do Your Homework and You will have a Will that Follows Your Last Wishes, Advises an Estate Planning Lawyer from Orange County

By : | Category : estate planning lawyer orange county, estate plans, Trusts, Wills | Comments Off on Do Your Homework and You will have a Will that Follows Your Last Wishes, Advises an Estate Planning Lawyer from Orange County

26th Jun 2013

Nobody likes to think about dying.  Yet death is inevitable.  So it is important for a person to decide early on who will get what portions of his estate when the inevitable comes. One legal instrument to avail of is … more

11th Jun 2013

It should seem to be obvious, but I often receive telephone calls from someone who is the trustee of the trust asking me if something is permissible. The starting point is to look at the trust instrument, often referred to … more

28th May 2013

This is video discusses a “self-settled” special needs trust, the type of special needs trust that is set up by the disabled person themselves.  This is different from the “third party” special needs trust, which is the kind of trust … more

25th May 2013

Estate planning means PLANNING!  This seems obvious, but many people wait to the last minute to plan their estates. In my almost quarter century of working as an estate planning lawyer, I have been called upon on many occasions to … more

21st May 2013

First, only a revocable trust may be amended, and that power must appear in the trust document, and identify what party or parties have the right of revocation and amendment. Normally, it is the settlor or settlors (sometimes referred to … more

Naming Guardians for Your Minor Children

By : | Category : california estate planning, Children, Courts, Dwight Edward Tompkins, Guardians, Trusts, Wills | Comments Off on Naming Guardians for Your Minor Children

17th May 2013

Naming a guardian for your minor children is one of the most important decisions in estate planning.   This nomination is made in your Will, even if you have chosen to utilized a revocable Living Trust as the primary estate plan. … more

Discretionary Trusts vs. Non-Discretionary Trusts

By : | Category : Backpacking, benefits, Dwight Edward Tompkins, estate planning attorney, Orange County, Trustees, Trusts | Comments Off on Discretionary Trusts vs. Non-Discretionary Trusts

10th May 2013

When setting up a trust that will go on after the death of the settlor, there are basically 2 kinds of trusts:  Discretionary and non-discretionary. A Discretionary Trust gives the trustee the discretion to distribute to or pay for the … more

7th May 2013

Selecting the right person to be the trustee or successor trustee is the most important decision in forming a living trust.    It is not by mistake that “trusts” are called “trusts”. I recently was retained by someone whose mother had … more

Selecting The Right Trustee

By : | Category : Family Trusts, Living Trusts, orange county estate planning lawyer, Trustees, Trusts | Comments Off on Selecting The Right Trustee

3rd May 2013

Selecting the right trustee or successor trustee is perhaps the most important decision that the creator of a living trust makes when forming the living trust. It is not by mistake that Trusts are called “trusts”.  The number one qualification … more

Trust Litigation Statutes of Limitation

By : | Category : California, Trustees, Trusts, Video | Comments Off on Trust Litigation Statutes of Limitation

2nd May 2013

Good information about the statute of limitations on lawsuits against trusts in California.  Presented by Attorney Keith A. Davidson.