Protecting Vulnerable Elders with a GV Restraining Order

November 1, 2019

So-called “red flag laws” are in the news as a tool to prevent mass shootings. The California version, known as the Gun Violence Restraining Order (GVRO) law , was passed in 2014. Under the law, family and household members, or law enforcement, may seek a court order restricting access to firearms for someone in “significant danger” […]

Supporting Individuals with Mental Illness

June 5, 2019

Recently I shared information about “Special Needs Trusts and ABLE accounts” with NAMI of Nevada County. I honor this organization which supports, educates and advocates for families of loved ones with a mental illness. NAMI hosts both a monthly family support group, and an education program (where I was the presenter). A Special Needs Trust […]

Durable Power of Attorney: Springing vs. Non-Springing

February 5, 2018

Estate planning typically focuses on what happens to your assets when you die. But it’s equally important (some might say more important) to have a plan for making critical financial and medical decisions if you’re unable to make those decisions yourself. That’s where the Durable Power of Attorney (DPOA) comes in. By signing a DPOA, […]

ABLE accounts can benefit loved ones with “Special Needs”

October 2, 2017

For families with disabled loved ones who are potentially eligible for means-tested government benefits such as MediCal (known as Medicaid in other states) or Supplemental Security Income (SSI), estate planning can be a challenge. On the one hand, you want to provide the most comfortable life possible for your family member. On the other hand, […]