Law Office of DeAnne E. Parker
Redding Probate, Trusts, Estate Planning And Business Attorney

Redding Estate Planning Law Blog

Family of former executive in conservatorship battle

A man who at one point helped lead Warner Brothers was recently at the center of a legal battle over his medical care. Despite being wealthy enough to afford in-home care, the current wife of this man has for the past couple of years arranged for him to stay in a nursing home.

The man suffers from Alzheimer's disease. While once a bright star in the entertainment business, he has for some time been unable to handle his own affairs due to mental incapacity. He has been married to his current wife for over 40 years. However, the man's oldest child and only son, from a prior relationship, filed legal paperwork asking that a California court appoint someone else temporarily as his father's legal conservator. In his paperwork, he accused his stepmother of breaching her fiduciary duty and also of possibly engaging in elder abuse. His stepmother appears to have been duly appointed as the executive's attorney-in-fact and healthcare agent.

Helping Shasta County families plan ahead

There is more to drafting a will than many people realize, and there is more to estate planning than drafting a will.

A previous post on this blog talked about all the different types of estate planning documents a Shasta County, California, resident may want to have as part of her estate plan. As this post discussed, what documents a person will require in order to have an effective estate plan depends a lot on the person's individual circumstances.

Special needs trusts are a useful estate planning tool

Many people in Redding and other parts of Northern California probably have someone in their family with special needs due to some sort of disability, illness or injury. These special needs can include the need for medical care and other treatments. In some cases, the person with special needs may require assistance going through daily life. Sometimes, they may even need to live in a place where they can receive full-time professional care.

For a lot of reasons, California families engaging in estate planning will want to consider their loved ones who have special needs. Doing so is often simply an extension of a person's generosity to all of their family members. Moreover, people with special needs often struggle to pay for the care they need, so any assistance is helpful.

We look for practical solutions to probate issues

Even when everyone is getting along within a family, going through the administration of an estate in probate court can be a long and stressful process. In all significant probate cases, there will be paperwork and other legal obligations that the designated personal representative must satisfy.

Moreover, obstacles to a smooth estate administration can come from a variety of quarters. Fighting among heirs is a common problem, but other issues, such as issues related to taxes, debts or just procedure, can also really make probate a headache.

Loved ones of beloved actor will be grateful for estate plan

Many people probably remember Actor Luke Perry from his years on the teen drama Beverly Hills 90210. His fans and supporters, needless to say his personal friends and loved ones, were likely shocked and saddened by his recent death brought on by a series of strokes.

As one media outlet reported, the actor's family ultimately decided that he should be removed from life support, which he had been on since suffering a massive stroke at the age of 52.

What is a spendthrift trust?

While many people think of trusts as a way to avoid probate, there are actually a number of ways by which trusts can benefit a Redding, California resident who is trying to formulate an effective estate plan. For instance, trusts can help with tax-related issues, issues involving eligibility for benefits and the like.

They also can allow a person to retain some control over his or her wealth, which may be a smart move in the right circumstances. For instance, control is the point of what is commonly referred to as a spendthrift trust.

Overview of the California probate process

While some in the world of law treat probate as a kind of a dirty word that inevitably spells years of time, money and emotional heartache, the term actually refers to the process of distributing a person's property after he or she dies.

For a lot of historical and other reasons, this process is typically overseen by the court, at least to some degree. It does take some time to settle affairs after someone dies in a lot of respects, and probate is no exception to this rule.

Besides a will, what estate planning documents do I need?

When many Redding, California, residents think of estate planning, the first thing that may come to mind is getting a lawyer to help them prepare a will. A will is indeed a very important part of a California resident's overall estate plan since it legally specifies who gets a person's property after they die. However, a will is only one document a person might need as part of a complete estate plan.

For example, a person needs to plan not only for what will happen to their property after they die but also needs to decide who will make decisions regarding their property, and even their health care, as they age and become more likely to suffer a decline in health.

Why it’s important to avoid trust funding missteps

Trusts can be tailored to help with a wide range of estate planning goals. However, there are certain mistakes that could compromise this estate planning tool’s ability to serve its intended purposes.

One type of error that can lead to this are missteps in setting up a trust. What terms a trust contains when it is formed can greatly affect what goals it would be able to help with. So, a trust lacking the right terms can cause it to not function as intended.

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