Trust & Estates Quarterly – Directed Trusts (Dennis A. Fordham)
See Complete Article : Fordham, Dennis, Directed Trusts.pdf
posted on: May 7, 2026
Read MoreEstate Planning for the Primary Residence
A person’s primary residence is often their most valuable asset. What happens after the owner dies depends on whether any estate planning was done in advance. Let us discuss the issues and the options. Is any debt owed on the primary residence? Any unpaid mortgage will be due and payable when the owner dies unless […]
posted on: April 24, 2026
Read MoreProtecting Dependents if you are Disabled.
Estate planning includes, but is not limited to, who inherits what assets when a person dies. It also includes who manages and controls your assets when you are disabled or otherwise unable to property manage your legal, financial and property affairs. Such disability planning may benefit other loved ones, such as spouses, children, and elderly […]
posted on: April 24, 2026
Read MoreTransferring valuable personal property assets into a trust.
A trust is a legal arrangement in which trust assets are controlled and managed by a trustee for the benefit of the trust beneficiaries according to the terms of a trust. Only assets that are held in trust are controlled by the trustee. It is important to transfer assets into the trust in order to […]
posted on: March 27, 2026
Read MoreConversations to have about Estate Planning
Conversations about estate planning are necessary or helpful when family circumstances are complicated (e.g., blended families, estrangement, caregiving children, special-needs or dependent children, or heirs who cannot manage money). Some talks are purely informational (explaining what will happen). Others seek input or collaboration on practical solutions and implementation. Challenging circumstances often force parents to decide […]
posted on: March 6, 2026
Read MoreIntentional Interference with an Expected Inheritance
Most people have heard of Will Contests and Trust Contests where the validity of a will or trust is contested by allegations of undue influence or lack of capacity to execute the will or trust. These contests occur in probate court, not civil court. Far fewer people know about the Intentional Interference with an Expected […]
posted on: February 20, 2026
Read MoreTaking Care of Pets and Other Animals in One’s Estate Planning.
Pets and other animals (e.g., livestock) are important to people and can even feel like family to their owners. Animals can be expensive. They need veterinary care and board and care in the event that the owner is no longer able to take care of them. That is why one’s estate planning should consider the […]
posted on: February 5, 2026
Read MoreUnderstanding Capacity for Decision Making.
Capacity is the ability to understand and to appreciate the consequences of a decision. Does the person understand the risks, benefits and options associated with the decision(s) to be made. Capacity is a threshold requirement at law for decision making. The more involved (difficult) the decision making the more cognitive ability is needed to have […]
posted on: January 23, 2026
Read MoreUsing the Right Estate Planning Approach
Estate planning can involve a wide variety of asset types, such as, money, stocks and bonds, real estate, life insurance, personal property, and sometimes business interests. How these different assets are managed during the owner’s life and later distributed at death depends on the asset type, the person’s situation and estate planning approaches used. It […]
posted on: January 12, 2026
Read MoreEstate Planning and the return of Medi-Cal Gifting Provisions
With the restoration of the Medi-Cal eligibility asset test on January 1, 2026 (back to where it existed in July 2022), some people may want to consider whether to include specific gifting provisions in their power of attorney and in their living trust for Medi-Cal eligibility purposes. Such provisions authorize the person’s trustee or agent […]
posted on: December 24, 2025
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