Trusts and Estates


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Upcoming Events › Trusts & Estates

December 2019

Webinar: How to Get Rid of a Dead Body

December 16 @ 12:00 pm - 1:00 pm

Following a person’s death, individuals are faced with a multitude of issues relating to handling of the remains. For some, the challenges in dealing with these responsibilities are overburdensome and the least of their concerns. For others, it is a welcome distraction.

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January 2020

Webinar: Medi-Cal Eligibility and State Recovery

January 23, 2020 @ 12:00 pm - 1:00 pm

California is still under the 1990 draft regulations for transfers and spousal protections. This presentation will go over the eligibility basics and then treat strategies for eligibility for single and married applicants, using our existing transfer rules and keeping an eye on possible adoption of the Deficit Reduction Act rules.

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