California Department of Health Care Services Get Reimbursement from a Decedent’s Revocable Trust for Medi-Cal Benefits Paid A California appellate court recently held that the Department of Health Care Services (“DHCS”) may recover reimbursement from a decedent’s revocable trust for Medi-Cal benefits paid. In Riverside County Public Guardian v. Snukst,...
How Do You Amend or Revoke a Trust? Two recent California appellate court cases with inconsistent holdings leave some confusion as to what the requirements are for amending or revoking a trust. In the case of Haggerty v. Thornton, the court found that a trust may be amended or revoked...
Trust and Estate Conflicts in Deciding Who Has Right to Property When preparing or updating your trust and estate documents, consider how real property is held, make sure the real property gets put into the trust, and make clear your intentions of who gets the property if you pass away. ...
Trustees Have a Duty to Provide Notice to Beneficiaries and Heirs If you have recently assumed the role of successor trustee of an individual or family trust following the death of the original trust settlors, you are probably realizing that you have taken over a very important and challenging responsibility. ...