Congratulations on your new family! You are in the midst of an exciting adventure, but it’s an adventure with real-life concerns. Among them – how best to protect your children should something happen to you? In my practice, I try to patiently walk  clients through the maze of choices they need to make as responsible… Read More


The California State Bar has updated its publication: Seniors & the Law.   With more than 4 Million citizens aged 65 or older, California leads the nation in seniors, and their concerns are a top priority for the Bar.  For your copy, send an email to me at daniel@thelegacylawyer.com if you live in San Diego County, or… Read More


A common question from older clients, concerned that their pets might outlive them: How do I make sure my pets are protected? I have three suggestions for such clients.  The simplest is for the testator to verbally request that a person take care of the animal if something should happen to them.  Another option is… Read More


The California Supreme Court has approved Rule 9.7.   This Rule requires attorneys to report their current office address, telephone number, and e-mail address by using their on-line membership account at the State Bar’s Website.  Members who do not have on-line access (and who might that be?) or who do not have an e-mail address can… Read More


Yesterday at the San Diego Parent Connection Swap Meet, a woman asked me about setting up a Durable Power of Attorney for Property Management for her elderly father.  He already has a Living Will (he lives in Hawaii).  Which brings me to today’s subject:  As a senior, what documents do I need to prepare in… Read More


A common client for me, especially through my contacts with the Parent Connection in San Diego, is the young married couple with minor children. Let’s take a typical example: Donna and Ken (not their real names!). Donna and Ken are both approximately 30 years of age. They have been married for four years, and are… Read More


Let’s talk about gift taxes! Under IRC Section 2503(b), the first $13,000 (plus cost of living adjustments) of gifts to any person, other than gifts of future interests in property, made during a calendar year are not included in the total amount of gifts made during the year. There is no limit to the number… Read More


The Wall Street Journal and other sources have reported that President Obama wants to freeze the estate tax credit at its current level. This means that estates with less than $3.5 million in value can be transferred free of the estate tax at death. In other words, the vast majority of us (98%) won’t have… Read More


Here’s a good idea: Give guidance to your heirs, expected personal representative (executor or trustee) and loved ones by creating a Letter of Last Instructions. Tell your estate planning attorney, and proposed Excecutor  or Trustee where it can be found, and leave it in that trusted place (safe deposit box or fire-proof safe – you… Read More


Here’s a call I’ve started to get recently: My aging parent has a trust but she hasn’t transferred her home into it – what can I do? Most estate planning attorneys these days prepare a grant deed or quitclaim deed and transfer their clients’ primary residence into trust as part of their flat fee performance.… Read More