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  • Home
  • About
    • Testimonials
  • Practice Area
    • Estate Planning
    • Special Needs Planning
    • Trust Administration
    • Limited Conservatorship
    • Probate
  • Areas We Serve
    • Inland Empire Estate Planning
    • Palm Springs Coachella Valley Estate Planning
    • Mammoth Lakes Eastern Sierras Estate Planning
  • Trusts and Estate Planning Blog
  • Client Portal
  • Contact
  • More…
    • Videos/Media
    • Community Events
    • Virtual Tour
    • Monthly Seminars

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  • Family planning California Self-Determination Program at home for child with special needs

    California Self-Determination Program for Special Needs Families

    July 24, 2025July 24, 2025

    If you’re a parent of a child with special needs, you’ve probably spent time working with the Regional Center to get services and support. But did you know there’s a program that gives you more freedom to choose how your child’s support is provided? It’s called the Self-Determination Program (SDP) and it could be a great…

    Read More California Self-Determination Program for Special Needs FamiliesContinue

  • A watercolor illustration of a concerned woman holding a scroll labeled “Special Needs Trust” while a family walks toward a large castle labeled “Medi-Cal,” symbolizing California’s 2026 asset limit changes.

    Understanding Medi-Cal’s 2026 Asset Limit Changes: What Families with Special Needs Trusts Need to Know

    July 15, 2025July 18, 2025

    If you’re caring for a loved one with special needs, you understand how crucial it is to protect their access to healthcare and government benefits. With California set to reinstate Medi-Cal asset limits in 2026, many families are asking the same questions: Will this impact our special needs trust? And what steps should we take to…

    Read More Understanding Medi-Cal’s 2026 Asset Limit Changes: What Families with Special Needs Trusts Need to KnowContinue

  • Illustration of a police officer arresting an elderly man in a suit, while angry families watch—representing trustee fraud and financial abuse in estate planning.

    How to Protect Your Trust Fund from Mismanagement: Lessons from the Govoni Scandal

    June 25, 2025June 25, 2025

    What if the professional you’ve entrusted to safeguard your child’s special‑needs inheritance is secretly draining it dry… right under your nose, while you’re living under a different state’s laws? This isn’t fiction; it happened in Florida, and it should terrify every California parent preparing a trust. I’ve been in this profession long enough to know…

    Read More How to Protect Your Trust Fund from Mismanagement: Lessons from the Govoni ScandalContinue

  • Webinar image showing legal planning options for adults with disabilities, comparing Limited Conservatorship, Financial POA, and Advance Health Care Directives. Includes attorney and event title.

    Go Bananas Webinar: Conservatorships vs. Power of Attorney & Health Care Directives

    June 18, 2025June 18, 2025

    Planning legal support for a loved one with developmental disabilities can feel confusing—but understanding your options is the first step toward peace of mind. In this informative webinar, Jeffrey C. Nickerson, Esq. of Nickerson Law teams up with Go Bananas to guide families through the differences between Limited Conservatorships, Powers of Attorney, and Advance Health…

    Read More Go Bananas Webinar: Conservatorships vs. Power of Attorney & Health Care DirectivesContinue

  • Attorney Jeffrey C. Nickerson smiling in a suit with the title “A Family Guide to Special Needs Trusts – Protecting Benefits, Planning Ahead,” presented by Nickerson Law and Go Bananas.

    Go Bananas Webinar: A Family Guide to Special Needs Trusts

    June 5, 2025June 18, 2025

    Planning for the future of a loved one with special needs can feel overwhelming—but it doesn’t have to be. In this informative webinar, Jeffrey C. Nickerson, Esq. of Nickerson Law teams up with Go Bananas to walk families through the essentials of Special Needs Trusts. Learn how to protect government benefits, plan long-term care, and…

    Read More Go Bananas Webinar: A Family Guide to Special Needs TrustsContinue

  • A stylized graphic resembling a Social Security card, with the heading 'Social Security' in large, bold letters at the top. Below, the text reads: 'Maximizing Your 2025 Social Security Increase: What It Means For Your Estate Plan.' The background features the intricate design patterns typical of a Social Security card, with columns on each side and 'USA' printed at the bottom center.

    Maximizing Your 2025 Social Security Increase: What it Mea

    February 1, 2025February 1, 2025

    Written by Robert T. Nickerson In 2025, Social Security and Supplemental Security Income (SSI) benefits will increase by 2.5% due to the annual cost-of-living adjustment (COLA). This increase helps retirees and beneficiaries manage inflation and serves as a reminder to review your estate plan for financial alignment. Understanding the 2025 COLA Increase The COLA is…

    Read More Maximizing Your 2025 Social Security Increase: What it MeaContinue

  • A close-up view of a family estate planning document on a desk, surrounded by a calculator, eyeglasses, a pen, and charts with financial data, symbolizing organization and financial planning.

    5 Eye-Opening Statistics About Estate Planning

    January 16, 2025January 16, 2025

    Written by Robert Nickerson When it comes to estate planning, many people feel like it’s something they can set it aside to come back to later. “Oh, it’s not that important.” “We’re not gonna die for a while.” “We don’t talk about those things yet”. Don’t tell me you haven’t heard this before. But the…

    Read More 5 Eye-Opening Statistics About Estate PlanningContinue

  • A vintage Christmas card-style illustration featuring an estate plan document surrounded by festive and sentimental items. The document is framed with holly and red floral decorations, with the words "Estate Plan" prominently displayed at the top. Surrounding the document are a pocket watch, a ring in a jewelry box, a framed photo of a man in an old-fashioned suit, holly leaves, candles, and Christmas ornaments. A glowing Christmas tree and a red starburst background evoke a nostalgic holiday atmosphere.

    Preserving Family Traditions Through Estate Planning

    December 19, 2024December 19, 2024

    Preserving Family Traditions Through Estate Planning Written by Robert Nickerson Holidays are about family, laughter, and the traditions that tie us together—Grandma’s famous pie recipe, the annual ornament exchange, or the antique clock that’s been in the family for generations. But what happens to those cherished traditions and heirlooms when life changes? Without a plan,…

    Read More Preserving Family Traditions Through Estate PlanningContinue

  • A young man in a blue checkered shirt sits beside the hospital bed of an older man who is wearing an oxygen tube. The older man appears to be unconscious or resting, while the younger man looks on with concern, gently holding his hand. The room is softly lit, with medical equipment visible in the background.

    Why You Need an Advanced Healthcare Directive: 5 Real-Life Scenarios

    November 17, 2024November 17, 2024

    Written by Robert T. Nickerson When we think about planning for the future, many of us focus on finances or retirement. But what happens if you’re unable to make medical decisions for yourself? That’s where an advance healthcare directive comes in. An advance healthcare directive is a legal document that spells out your wishes for…

    Read More Why You Need an Advanced Healthcare Directive: 5 Real-Life ScenariosContinue

  • Black-and-white portrait of Casey Kasem, a famous radio personality best known for hosting American Top 40 and voicing Shaggy in Scooby-Doo. The text reads "The Complexities of Conservatorship: The Story of Casey Kasem" in bold, white font on a green and blue gradient background with circular lines representing sound waves. A microphone icon is centered below the text, symbolizing his iconic voice and career.

    The Complexities of Conservatorships: The Story of Casey Kasem

    October 23, 2024October 23, 2024

    Casey Kasem, a beloved radio personality and the iconic voice of Shaggy on Scooby-Doo, brought joy to millions with his upbeat voice and signature phrase: “Keep your feet on the ground, and keep reaching for the stars.” But in his later years, Kasem’s life took a tragic turn, entangled in a prolonged legal battle over…

    Read More The Complexities of Conservatorships: The Story of Casey KasemContinue

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  • Family gathered together during the holidays, symbolizing conversations about estate planning, legacy, and protecting loved ones.
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  • A quiet California family home during the holidays, with warm lights and subtle decorations reflecting peace of mind and thoughtful estate planning.
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