News & Blog

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Should You Settle?

CunninghamLegal – The Living Trust Lawyers Ever hear this, “Don’t Settle,” or better yet, “Never Settle!” ?  These may be wise words to follow in certain aspects of your life, but what about your legal life, or specifically, your inheritance? After a person dies and their estate is being administered, unforeseen circumstances can arise that […]

Charitable Giving in Placer County – Who Can Help?

CunninghamLegal – The Living Trust Lawyers Edward Goodson is certified as a Legal Specialist in Estate Planning, Trust, and Probate Law by the State Bar of California Board of Legal Specialization. He is an attorney at CunninghamLegal in Auburn, and Mr. Goodson has exclusively focused on estate, trust, and probate-related cases since 2001. Ed enjoys assisting clients […]

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January 2017 Seminar Schedule – Released

CunninghamLegal – The Living Trust Lawyers CunninghamLegal has just released it’s January 2017 Seminar Schedule and the first few weeks of the year are jam-packed with valuable, free education on Estate Planning, Living Trusts and Medi-Cal. Learn how: • Your Living Trust may fail to protect your valuable IRAs (401ks, Roth, 403(b)). • Your Living […]

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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 […]

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 […]

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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 […]

Major Changes for Medi-Cal Estate Recovery

CunninghamLegal – The Living Trust Lawyers This year, Governor Brown signed into law SB 833 which will bring major changes to Medi-Cal estate recovery laws beginning January 1, 2017. Generally speaking, the state is required to seek reimbursement for Medi-Cal benefits paid out to an individual over age 55 or to an individual of any […]

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Planning for Incapacity

CunninghamLegal – The Living Trust Lawyers Planning for Incapacity “I’d like to do a power of attorney for my mother who has dementia.”  This is the type of request that I sometimes receive from a prospective client calling our office.  In these cases, a conservatorship is the only option.  An estate plan is not just […]