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Wills & Trusts: I am expanding my to include preparation of Wills and Trusts and probate and trust administration. I have the opportunity to work with attorney Janice Sward who has an established estate practice in Sacramento. I look forward to working with you in preparing your Wills and Trust. In addition, I will prepare the Living Wills relating to health care decisions and necessary Powers of Attorney relating to asset management.
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Conservatorships and Guardianships: I will be available to take on cases requiring the establishment of a conservator or guardian. This is a growing area as we get older and as so many of our grandparents and extended family members take on the responsibility |
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New Book: Life and Death Planning for Retirement Benefits by Natalie Choate. This book is the essential handbook for estate planners. It is the indispensable guide to the mysteries of IRA’s and qualified retirement plans. It provides handy check lists, forms and tables for your use. It provides explanations in plain English of the minimum distribution requirements, marital deduction rules and other vital aspects of retirement benefits. |
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New Case: The California Supreme Court issued its decision in Brown vs. Yana on February 2, 2006. It is the latest in a series of cases relating to child custody and move away issues. It provides a comprehensive discussion of the current case law relating to move away issues. It specifically addresses the question of whether a non-custodial parent has a right to a evidentiary hearing to relitigate custody over a proposed move away. |
