CA Estate Planning Blog

Thursday, February 2, 2017

Keeping Up With the Kardashians’ Estate Plans

A few months ago we blogged about how Khloe Kardashian stepped in to make medical decisions for her estranged husband Lamar Odom even though they were in the process of getting divorced. We encouraged you to update your medical directives and healthcare power of attorney documents as you go through life and your family circumstances change because you might not trust your soon-to-be ex as much as Odom trusted Khloe.

Read more . . .

Tuesday, January 31, 2017

Once You Give A Gift, It’s Gone

Slate’s advice columnist, Mallory Ortberg, aka “Dear Prudence,” recently answered an interesting question involving heirloom etiquette that every person who is planning on gifting specific items in their estate plan should read.  


"Diamond drama: A few years ago, my grandfather carried out one of my grandmother’s final wishes before her death. She had a beautiful wedding band with seven sizable diamonds and, incidentally, seven granddaughters.

Read more . . .

Friday, January 6, 2017

Special Needs Trust Fairness Act Becomes Law

On December 7, 2016, the Senate approved the 21st Century Cures Act, which includes the Special Needs Trust Fairness Act, allowing competent individuals with disabilities to create their own special needs trusts.

Read more . . .

Friday, December 30, 2016

Military Benefits Mess Not A Surprise

From 2004 to 2015, some members of the California National Guard were given bigger bonuses than they should have for reenlisting. When the government attempted to claw-back the money, they ruined a bunch of soldiers’ finances, and sparked public outrage. For those of us that deal with military and veterans’ benefits on a regular basis, this mess was not surprising.
Read more . . .

Monday, December 26, 2016

Want To Avoid Estate Taxes? Take A Cue From Santa And Start Gifting

The holiday season is upon us and 2017 is right around the corner. In all of the holiday hustle and bustle it is easy to forget or skip a few items on your to-do list. One thing you should be sure to get done before the end of the year if you are committed to passing on as much of your wealth as possible to the next generation without getting hit by a huge tax bill, is gift giving.
Read more . . .

Monday, November 28, 2016

Lessons On Life Estates from the Playboy Mansion

This fall there were a bunch of rumors that Hugh Hefner was deathly ill. The witty Playboy mogul responded on Twitter: “I wish the tabloids had informed me a little earlier in the week that I'm sick. I might have cancelled my weekend plans.” Even at 90 years old, Hef’s still got it. It is claimed that he even remains the driving force behind the magazine and related enterprises.

Read more . . .

Monday, November 28, 2016

Don’t Put Your Burial Wishes In Your Will

Did you know that instead of being buried in a traditional cemetery or having your ashes scattered in a place that was meaningful to you, you can now be buried in a vineyard run by the Catholic church that makes award-winning California wine? Or turned into a tree? And in a few years you might be able to be a light-generating decomposing bio-mass hanging under a bridge after you die?

The choices are endless, and that is becoming a bit of a legal problem. Back when there were very few burial options available, most families had a pretty good idea what their loved one’s burial plans were. Today, with so many options available, and with people living much more transient lives, families are getting into ugly legal battles over where they want their beloved’s remains to rest.

The solution to this problem is simple. People should tell their loved ones what they would like done with their body after death.

Read more . . .

Monday, October 31, 2016

Do You Trust Your Soon To Be Ex-Spouse As Much As Lamar Odom Trusted Khloe Kardashian?

The Kardashians. Love them or hate them, it is virtually impossible not to “keep up” with them since they are on the cover of nearly every magazine at the grocery store, and often make the evening news. It was only a matter of time before their legal issues found their way on to this blog.

Last year at this time, the Kardashian news was that Khloe Kardashian’s soon to be ex-husband, NBA star Lamar Odom, had been found unconscious at a Nevada brothel after overdosing on cocaine and herbal Viagra. 

Odom has, thankfully, recovered, and he and Khloe are once again soon to be exes, but for a while the divorce was off, and Khloe was making a bunch of medical decisions on Odom’s behalf.

Read more . . .

Monday, October 31, 2016

Special Needs Trusts Are A Critical Part of Many Estate Plans

According to the Centers for Disease Control and Prevention’s Disability and Health Data System, 20.9% of all the adults living in California have a disability. That means the loved ones of 20.9% of all Californians need to be especially thoughtful when crafting their estate plans.

Unfortunately, leaving as little as $2,001 to a disabled beneficiary can prevent them from receiving government benefits like SSI (Supplemental Social Security Income) and Medi-Cal, benefits which are often essential to their well-being.

Read more . . .

Friday, October 14, 2016

4 Myths of Estate Planning

While most people understand that estate planning involves providing for loved ones upon their passing, many are unclear as to what the estate planning process actually entails.  This unfortunately leads to stubborn myths about estate planning that this article seeks to clarify. 

Read more . . .

Saturday, September 24, 2016

Death in the Digital Age: I Don’t Want “Likes” After I Die

Many of us think nothing of sharing our lives with our friends and family members via social media. It is an easy way to keep up with acquaintances that have moved away, and a much easier way to share photos than pulling out a bunch of dusty albums or, like your grandparents did-- setting up the slide projector. But have you ever thought about what is going to happen to all the stuff you post on the internet after you die?

The internet, and social media in particular, are such a relatively new phenomenon that few people have included instructions for the disposition of their digital assets in their estate plans. Fortunately, this is starting to change as people pass away with more and more ties to the digital world.


Facebook now has a setting that allows you to delegate the power to shut down your account or turn it into a memorial page.

Read more . . .

Archived Posts


© 2020 OC Wills and Trust Attorneys | Disclaimer/Privacy Notice
15615 Alton Parkway, Suite 450, Irvine, CA 92618
| Phone: 949.347.5256
26050 Acero, Mission Viejo, CA 92691
| Phone: 949.347.5256
17011 Beach Blvd, #900, Huntington Beach, CA 92647
| Phone: 949.347.5256
2522 Chambers Road, Suite 100, Tustin, CA 92780
| Phone: 949.347.5256

Overview | | Practice Areas | Resources | FAQs | About Us

FacebookGoogle+TwitterLinked-In CompanyYouTube

Attorney Web Design by
Amicus Creative