Looking for Original Estate Planning Documents?
CunninghamLegal – The Living Trust Lawyers
When Nordman, Cormany, Hair & Compton closed its doors in 2013, hundreds of estate planning files were left without a home. In June 2016, CunninghamLegal was entrusted with these files, and is currently in the process of letting the owners of the original documents know about the transfer. If you or someone you know is looking for original...
New Case Alert: Pratt v. Ferguson
CunninghamLegal – The Living Trust Lawyers
Case Analysis, by Jim Cunningham:
When writing a trust that contains a spendthrift provision, a client should consider using a trust protector as well as being able to decant the trust.
This means that the trust protector can move the trust site out of the state of California and create a new trust in a jurisdiction that does not permit invasion...
Out of the Box – What happens when property is not titled in your trust?
CunninghamLegal – The Living Trust Lawyers
I often tell clients to consider a living trust like a box with instructions written on the side. Assets, including real estate, bank accounts and brokerage accounts are put into the box. The writing on the side of the box instructs a person (called the “Trustee”) what to do with the items in the box after someone dies. Assets are “put” into...
Avoiding a Medi-Cal Recovery Claim on a Personal Residence
In order to qualify for Medi-Cal, an individual must have limited income but may have unlimited assets due to the expansion of Medi-Cal under the Affordable Care Act. Medi-Cal expansion has made it easier for an increasing number of Californians to qualify for Medi-Cal. Although this is welcome news to many, it also presents an unanticipated consequence for many. Note that long term care...
Jim Cunningham on AM 950 KAHI
Learn more about CunninghamLegal and attorney Jim Cunningham in this informative KAHI radio interview. Jim addresses the basics of estate planning, trust administration and the history of our firm.
CunninghamLegal welcomes Preston Marx, III to Auburn Office
Auburn, CA. (May 29, 2015) – CunninghamLegal, Auburn’s leading estate planning law firm with its office near the Courthouse, is pleased to welcome Preston Marx, III as Associate Attorney.
Preston joins CunninghamLegal with over 20 years of legal experience, with particular focus in the areas of estate planning, trust administration, probate, ligation, and employment law. He graduated Summa Cum...