So, you’re thinking about registering with your significant other but not sure what the requirements or benefits are?  You’re not alone!  But the requirements are really quite simple. There are six requirements to enter into a California Registered Domestic Partnership. These are covered in California Family Code Section 297(b). 1. Neither party can be married… Read More


A good practice note:  If the conservatorship‘s estate is empty, you can request a waiver of the $800 investigator’s fee.   Be sure to do so at the hearing on the petition for conservatorship, however, or you might be forced to file a separate motion.  Ever try to get money *back* from the court?!… Read More


So what does the future hold for same-sex marriage in California? It’s a subject that all Estate Planning attorneys are watching very carefully. In my opinion, the answer depends on whether you’re looking at the short-term or long-term. In the short term, the California Supreme Court sounded very dubious in recent oral arguments about overturning… Read More


You should review your estate planning documents periodically. If it is not up to date when you die, your estate may not be distributed as you wish. Your Trust can be changed through an Amendment, a legal document that must be drafted and executed with the same procedure that applies to Trusts. Do not change… Read More


You should strongly consider a revocable living trust if any of the following are true: You own real property; you have over $100,000 in gross assets; you want to maintain your privacy; or you want to protect your children from squandering their inheritance.… Read More