TRUST BASICS

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14th Jul 2009

TRUST BASICS Although there are many kinds of trusts, the most common trust used in Estate Planning is the Revocable Living Trust, also referred to as the Living Trust, the Inter Vivos Trust, and the Revocable Inter Vivos Trust. The … more

ESTATE PLANNING SEMINAR – JULY 18, 2009

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13th Jul 2009

PLEASE JOIN ME FOR AN ESTATE PLANNING SEMINAR, THIS SATURDAY, JULY 18, 2009, 9:00 A.M. WHERE: CERRITOS LIBRARY, 18025 BLOOMFIELD AVENUE, CERRITOS, CA 90703 HIGH TECH TRAINING LAB, LEVEL 3 FREE PARKING http://www.tompkins-law.com This post is for information purposes only, … more

ADVANCE HEALTH CARE DIRECTIVES (CALIFORNIA)

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12th Jul 2009

Starting in 2000, California (where I practice law) adopted the “ADVANCE HEALTH CARE DIRECTIVE” as the legally recognized health care planning document. Many states have similar documents, the most common is the “Living Will” (don’t confuse this with the Living … more

Bank “Trust” Accounts

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BANK “TRUST” ACCOUNTS: Banks have a type of “trust” account which many people use to pass the account to a beneficiary when the account holder passes away.The technical term for this type of account is a “Totten Trust”. It is … more