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Pleasanton: (925) 847-0737
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Article Category Trust Administration

Review Your Trust Now To Avoid A Tax Surprise Later

Q. Back in 2001, my husband and I created a Living Trust with provisions to avoid estate tax upon our passing. I believe it is called an A-B Trust. When my husband died two years later, my attorney helped me divide the trust assets between the A and the B portions. The problem: my CPA just Read Full Article

Article Categories: Estate Planning, Trust Administration

Fixing a Problem Trust After the Death of a Spouse

Q. My wife and I created a Living Trust about 15 years ago. She recently died and I just re-read our trust. To my surprise, it requires that her half of our assets go into a Bypass Trust and greatly limits my access to that portion. This comes as a surprise, as we always intended Read Full Article

Article Categories: Trust Administration

Those Darned Bypass Trusts: What Do We Do with Them?

By Gene L. Osofsky, Esq. * An Earlier draft of this article was first published in the Legal Network News of the California Advocates For Nursing Home Reform, Volume 23 No. 2, Summer 2012. It was designed for Elder Law attorneys practicing in California.                                               ———— Bypass Trusts Pose Special Problems for Medi-Cal Planning By Gene L. Read Full Article

Article Categories: Articles For Professionals, Estate Planning, Medi-Cal Planning, Trust Administration

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Gatehouse Plaza Professional Building
1290 “B” Street, Suite 208
Hayward, CA 94541

Branch Office At Stoneridge Mall
in Pleasanton, CA 94588

 

TEL: (510) 247-2555
TEL: (925) 847-0737
FAX: (510) 247-0150

  
Gene L. Osofsky

Other Resources

  • KDIA 1640 - Financing The Cost Of Long Term Care

Elder Law Blog

  • Will Mom Lose Medicare Or Medi-Cal Coverage If She Leaves The Nursing Home To Visit Family?
  • Consider Tax Savvy Year-End Gifts
  • Does Your Trust Contain A ‘Poison Pill’?
  • Take Advantage of the Medicare Open Enrollment Period; Reassess Your Options
  • Settling a Small Estate Without Probate

Recent Articles

  • The New CA Decanting Statute: Some Advisory Cautions *
  • USING ‘UNAVAILABILITY’ TO REDUCE SPEND DOWN AND/OR SECURE RETROACTIVE MEDI-CAL ELIGIBILITY
  • How Will Tax Reform Impact Seniors and Persons with Disabilities?
  • SNT’s Can Protect Public Benefits In Divorce

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