What Is an Irrevocable Life Insurance Trust (ILIT)?
An Irrevocable Life Insurance Trust (ILIT) is a specialized legal arrangement designed to hold life insurance policies while mitigating estate …
What Is Informal Probate?
Informal probate is a simplified process for settling a deceased person’s estate in California when certain conditions are met. It’s …
What is the Guardian’s Role in Long-Term Care Planning?
Guardianship is a legal process where a court appoints an individual, known as a guardian, to make decisions for another …
What Legal Protections Exist for Elders in California?
As an elder protection attorney practicing in San Diego, I frequently encounter individuals and families grappling with the complex legal …
What Is a Trust Protector?
Who Needs a Trust Protector? Trust protectors are individuals or entities appointed in a trust document to oversee the trustee’s …
What Is Standby Guardianship?
Standby guardianship is a legal arrangement where an individual, known as the “standby guardian,” is designated to assume guardianship responsibilities …
What is Breach of Fiduciary Duty?
A fiduciary duty is a legal obligation of utmost good faith, trust, and loyalty owed by one party (the fiduciary) …
What Is Elder Abuse And How Can It Be Prevented?
Elder abuse is a serious problem that affects millions of older adults each year. It can take many forms, including …
What is a Standalone Retirement Trust?
A standalone retirement trust (SART) is a specialized legal arrangement designed to hold and manage retirement assets outside of traditional …
What Is Guardianship Of An Incapacitated Adult?
Guardianship of an incapacitated adult is a legal process whereby a court appoints an individual or entity (the guardian) to …