According to public records, while on medical leave from Apple in 2009, co-founder Steve Jobs and his spouse are said to have placed at least three properties into trusts. One reason for doing this may have been their desire to keep their assets from being disclosed...
Month: October 2011
Estate planning for those with special needs
When someone with special needs receives an inheritance or a personal injury award, they may no longer be eligible for needs based government benefits. However, this type of one-time windfall can be put into a trust for the recipient's benefit so they can continue...
Adoption complicates probate, siblings disinheritted
In a case that illustrates the kind of problems California attorneys who provide estate planning services deal with regularly, a judge ruled that their mother's adoption severed three siblings' legal connection to their aunt, which caused them to be denied any part of...
Asset protection in California is critical, both now and later
It goes without saying that a person's whose finances remain fixated 'in the red' may more than likely leave an estate that reflects the same. While residents here in California all hope to live in a debt-free environment that allows our primary focus to be on asset...