Sargent Law Offices

Alameda County Business, Estate Planning & Probate

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Recent Posts in Trust

  • Posted By Sargent Law Offices 18-Sep-2015

    How to Undo a UTMA - Part II

    The last article discussed some common reasons people have for wanting to dissolve a Uniform Transfers to Minors Act (UTMA) account set up in the past for their kids. Unfortunately, a UTMA is an irrevocable account and legally belongs to your child. ...
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  • Posted By Sargent Law Offices 7-Aug-2015

    Beneficiaries, Bank Accounts & Wills: Making Sense of the Details

    Question : My father died many years ago. My mom died last month and my sister says that my mom’s bank account goes to her because she is the only listed beneficiary on the account. My mom’s will says that everything should be split three ...
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  • Posted By Hannah Sargent 31-Jul-2015

    "5 Ways to Get in Trouble as a Successor Trustee"

    I recently published an article on Avvo titled "5 Ways to Get in Trouble as a Successor Trustee." The full article can be viewed here. In my article, I outlined five things you should not do as a successor trustee. They are as follows: ...
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  • Posted By Hannah Sargent 31-Jul-2015

    Why You Probably Don't Need an A/B Trust Anymore

    Under recent laws passed by Congress – effective 2011 and made permanent in 2013 – spouses now have “portability” of their federal estate tax exemption. This means that the unused portion of one spouse’s exemption can be ...
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  • Posted By Hannah Sargent 27-Jul-2015

    Choosing the Best Special Needs Trust for Your Circumstances

    A special needs trust is an excellent way for parents or caregivers to make sure that a loved one with disabilities will be well provided for even after the caregiver’s death. One of the most helpful features of a special needs trust is that it ...
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  • Posted By Estate Planning Attorney 30-May-2015

    Providing for Children in Estate Planning (Part 3 of 3)

    Part 3: Trusts and Property Guardianships As mentioned in the previous post, there are three main ways that property is managed for children in estate planning – custodianship under the UTMA, trusts for children, and property guardianships. ...
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Recent Posts

  • What is Elder Law?
  • Selling a Home Owned by Your Late Parents
  • Revocable Transfer on Death Deed
  • How to Undo a UTMA - Part II
  • How to Undo a UTMA
  • Hidden Dangers in Setting Aside Money for Young Children
  • Gifting Property Before Your Passing
  • Estate Planning Strategies for Blended Families

Categories

  • Advance Health Care Directive (1)
  • Bank Accounts (1)
  • Beneficiary (2)
  • Business Litigation (1)
  • Durable Power of Attorney (3)
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  • Estate Taxes (3)
  • Gifting (2)
  • Guardianship (3)
  • Life Insurance (1)
  • Living Trust (1)
  • Probate (11)
  • Retirement (1)
  • Same-Sex Marriage (1)
  • Special Needs (1)
  • Supreme Court Decision (1)
  • Trust (6)
  • UTMA (2)
  • Wills (8)

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Sargent Law Offices - Castro Valley Estate Planning Attorney
20880 Redwood Road, Castro Valley, CA 94546 View Map
Call Now (510) 344-2599
(510) 512-5400
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