2 Ways to Contact
Newman Law Group
Fill Out Form| 714-795-3074
In California, having an estate plan is essential to ensuring that the intended wishes for your estate get carried out upon your death. Two standard methods to distribute assets include living trusts and simple wills. While both documents ultimately serve to...
Many Californians know about contesting a will. However, what’s lesser known is that you can also contest a trust. Below are some reasons you might want to take this route. Undue influence If you believe that the grantor, the person who created the trust, was under...
All 50 states allow citizens to set up trusts in their estate plans, and they generally recognize the validity of trusts created out of state. Even so, issues could arise after you move to a new state that would warrant a reevaluation of your trust to confirm that it...
Trusts are a popular estate planning tool for California residents. One of the options is an irrevocable life insurance trust (or ILIT for short), which is a popular option for a few reasons. Benefits of an ILIT The ILIT - as the name suggests - is made with a life...
A special needs trust in California holds funds to provide for the special needs of a mentally or physically disabled individual. This type of trust provides for a person's supplemental needs that are separate from regular living expenses. First-party trusts A...
If you have a loved one with special needs, it's important to plan for their future. A special needs trust can be a great option, and it's not as difficult to set up as you might think. What is a special needs trust (SNT)? A special needs trust is a type of trust that...
An important consideration for people who have a beneficiary with special needs in California is whether to set up a special needs trust or an ABLE account. These are two possible estate planning strategies to consider. You probably don't want to leave them an...
Estate planning looks different for every California family. While some families’ estate planning needs are covered by just a last will and testament, other families might need more. Families in those situations most often turn to trusts. Trusts are a great way to...
When you've worked hard your entire life to save money or acquire valuable items, you'll likely want to eventually pass the items in your estate to your relatives. However, the process of passing down your assets could go wrong if you don't know the proper steps to...
Are you getting ready to plan your estate in California? This is a task that should only be entered upon after plenty of careful preparation. Part of this preparation may include getting up to speed on concepts like pooled special needs trusts. What is a pooled...
