Elder Scam:
Never Dial 90#
Luckily, I was suspicious and refused.
(Read More)
New Articles:
Will I
be remembered? Have I lived a life that matters?
Contributed by MontereyTrust.com
Planning
for Life
by Kyle A. Krasa, Esq.
Featured Member:
Yvonne A. Ascher
Attorney at Law
For 20 years Yvonne Ascher has been providing estate services to the
residents of Monterey. Yvonne's free time is dedicated to her family and
helping MY Museum continue to grow and offer their unique experience to
the children of our community.
To learn more about this Member see her Directory listing (Link)
or go to her web site at:
www.montereytrust.com/ascher
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The Monterey and Santa Cruz area is fortunate to
have many estate planning professionals who have dedicated their
professional lives to being leaders in their field and true contributors
to their communities. This site represents the best of our estate
planning professionals and offers our community current information on
issues affecting us in trusts, estates, probate, investments, tax and
financial planning.
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Bold items:
Monterey & Santa Cruz Events |
May 1, 2008
American Bankers Association Telephone Briefing - The Duty
of Fiduciaries to Disclose Information to Beneficiaries and
Privacy Information Security 10:00AM - 11:00 AM
American Bankers Association |
May 9 & 10, 2008
CANHR’s 12th Annual Elder Law Conference “Discovering
Common Ground in Elder Law Advocacy”, Portola Plaza Hotel,
Monterey (Link) |
May 21, 2008
SCCEPA "Recent
Developments in Estate and Gift Taxation." Mike McCombs,
former District Director of the IRS District that services
Northern California, and now, Tax Director of Abbott, Stringham
& Lynch 7:15 am (Link) |
May 22, 2008
Monterey Estate Planning Study Group (Members) [Link] |
May 27, 2008
Senior Round Table (Members) – 8:00 a.m. First National Bank
Trust Dept. |
May 29, 2008
CPE
Forum “Your (and your
Small Business Clients') Many Retirement Savings Opportunities"
11:30 registration; program 12:00 – 2:00 pm [Link] |
May 30, 2008
Trusts & Estates Section of the Monterey County Bar
Association (Members) meeting at the Crazy Horse in Monterey, at
noon (Link) |
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 Q: I would like
to name my son as my Trustee. Do I need to ask his permission or
have him agree to be named?
A.
You do not need your son’s permission to name him as your
Trustee or Executor and it is not required that he be told that
you have named him. There are differing schools of thought on
this matter. Most attorneys advise that you speak with your son,
ask him if he is willing to serve and make sure he understands
the extent of the commitment
before you name him
in your documents. If he lives out of the area or is a busy
professional with a full family life, he may not have the time
needed to perform the duties of Trustee or Executor.
Additionally, the duties of a Trustee or Executor are detailed
and somewhat technical. If he is not a detail oriented person or
is not able to dedicate the time needed, perhaps having a
co-trustee, such as a Bank or Private Fiduciary
(Read More)
Q: I’m concerned that no one will take care of my cat after
I’m gone. How can I make sure Timmy is taken care of for the
rest of his life?
A.
Estate planning for your pet is an important part of your
overall planning. There are several excellent ways to address
this concern. Working with your attorney, you can set up a
bequest in your Will or Trust wherein you can give a person a
certain sum of money with the agreement that they will take
Timmy and care for him for the rest of his life. Always speak
with the person first to make sure they are willing to take
Timmy in and take care of him for what can sometimes be a long
time. If you have no one who is willing, work with the SPCA or AFRP
to see about doing some pre-need planning.
The “Estate Planning
for Pets’ Section of the Sidebar of this site gives more detail
on arrangements that can be made for cats and many other types
of pets.
(Read More) |
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Sheriffs Office Report
Senior Legal Services
Adult Protective Services
Report
District Attorneys Office
Report
Other Articles and Alerts |
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May 10, 2008
10am-noon
Free Seminar
MEDI-CAL Long-Term Care
Susan Alexander Myers, Esq. 831-644-0300
LINK
June 28, 2008
10am-noon
Free Seminar
MEDI-CAL Long-Term Care
Susan Alexander Myers, Esq. 831-644-0300
LINK |
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