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14 Sep

Posted at 18:02h
Oakland resident “Henry” came in to update his Living Trust after his wife died. Their Trust was amendable by the survivor, and he wanted to make some changes. Henry and his wife had created their Trust 25 years ago, and while it named their five children as beneficiaries, it did...

22 Aug

Posted at 16:21h
“Susan”, the mother of a high-functioning 17-year-old child on the autism spectrum, came in to begin the process of creating a Limited Conservatorship for her daughter, “Jane”, who was just months away from turning 18. Decision-making was stressful for Jane, often exacerbating her symptoms, so Susan made decisions as much...

20 Jun

Posted at 19:37h
Case Study by Bill Schaaf, Walnut Creek A 60-year old Antioch woman came in to our Walnut Creek office because she needed assistance creating Living Trusts for both herself and her ex-husband. “Anna” and “George” divorced seven years ago after more than 20 years of marriage and three grown children....

12 Jun

Posted at 17:27h
This story is a cautionary tale, an example of the potentially costly consequences of well-intentioned efforts from a family member. Barbara Theobald, who has worked in our Walnut Creek office for more than eight years, was contacted by “Sherry”, a previous Living Trust client. Sherry needed assistance solving a dilemma...

16 May

Posted at 14:02h
When we create Living Trusts for our clients, we always caution them that there’s a reason these are referred to as Living Trusts—these are living documents that need to be updated with important life events. So what are life events? A good way to think of this is anything that...

08 May

Posted at 15:33h
Case Study by Bill Schaaf, Walnut Creek The concept of family has evolved. It’s not uncommon for men or women these days to decide that they really don’t want to get married at all, but they do want to have a child and be a parent. The families they form...

07 Mar

Posted at 20:49h
“Maureen” came in to our Walnut Creek office to inquire about our assisting her in becoming the Conservator for her mother. Her mother was 72, but her family had begun noticing her forgetfulness a decade earlier. They had laughed about it at first—her habit of frequently misplacing her keys, then...

19 Dec

Posted at 09:30h
Brook Thurston, in our Walnut Creek office, has been helping a client obtain a Conservatorship for her mother. When the mother had begun showing signs of dementia five years before, she had moved in with our client. In the early stages, the disease had been manageable. While our client had...