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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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  • SSI Recipients Lose Benefits Due to Error

    SSI Recipients Lose Benefits Due to Error

    July 14, 2021July 1, 2022

    Written by Jill Roamer, J.D.  SSI benefits are means based. Meaning, there are strict financial criteria that must be met to receive the benefits. The SSI program was meant to help disabled, aged, or blind individuals with limited financial means. If a benefits recipient has too much property or income, benefits could be cut off….

    Read More SSI Recipients Lose Benefits Due to ErrorContinue

  • An Update to Britney Spears and her Conservatorship

    An Update to Britney Spears and her Conservatorship

    July 7, 2021July 1, 2022

    Written by Robert T. Nickerson In November of 2020, Samuel D. Ingham III, the attorney who represents Britney Spears had filed a request to remove her father, Jamie Spears, from her conservatorship. The reason given was that she was afraid of her dad and would refuse to perform as long as he was involved with…

    Read More An Update to Britney Spears and her ConservatorshipContinue

  • 6 Reasons to Make an Estate Plan Now

    6 Reasons to Make an Estate Plan Now

    July 1, 2021July 1, 2022

    Written by Robert T. Nickerson ​No one likes talking about death. Even thinking about it sets off a lot of uncomfortable emotions. This is often why most people wait for a while before people finally consider planning around for the worst case scenario. Sometimes…they don’t make any plans at all. The stress becomes too great…

    Read More 6 Reasons to Make an Estate Plan NowContinue

  • When a Contract and a Will Conflict

    When a Contract and a Will Conflict

    June 23, 2021July 1, 2022

    Written by Jill Roamer, J.D. A Last Will and Testament devises one’s property after their passing. Great weight is given to this document; Wills have formalities that other documents don’t, hinting to its importance. But what happens when a devise in a Will contradicts a formerly executed contract? This issue was litigated recently in Ohio….

    Read More When a Contract and a Will ConflictContinue

  • A.I. may not have all the answers for estate planning and special needs trusts

    5 Estate Planning Scams to Avoid

    June 8, 2021July 1, 2022

    Written by Robert T. Nickerson So you’re thinking about taking the big step to have an estate plan created? Or do you already have one and want to update it? Or are you simply looking at what an estate plan even is? Don’t worry if you’re feeling overwhelmed and even a little intimidated. Anything that…

    Read More 5 Estate Planning Scams to AvoidContinue

  • Pandemic Buying and Estate Plans

    Pandemic Buying and Estate Plans

    June 2, 2021July 1, 2022

    Written by Robert T. Nickerson One of the big changes that happened during the pandemic last year was a surprise surge in new homeowners. Young adults have been the highest percentage of new buyers as being stuck at home has forced them to consider what they can get; a larger backyard, easier conditions to work…

    Read More Pandemic Buying and Estate PlansContinue

  • Florida Cracks Down on Senior Abuse

    Florida Cracks Down on Senior Abuse

    May 26, 2021July 1, 2022

    Written by Jill Roamer J.D. Florida has taken a major stand against abuse and fraud perpetrated on senior and disabled citizens. A week ago, the Protection of Elderly Persons and Disabled Adults Bill was passed; it is headed to the governor for signature. The new law’s effective date would be July 1, 2021. The bill has a…

    Read More Florida Cracks Down on Senior AbuseContinue

  • Prince, 75 Million Dollar Estate and a Feuding Family

    Prince, 75 Million Dollar Estate and a Feuding Family

    May 18, 2021July 1, 2022

    By Robert T. Nickerson For those that have read up on stories of celebrities and how their estates would end up impacting them after their deaths, then you might find the story of Prince Rogers Nelson, otherwise better known simply as Prince, quite interesting and a lesson on how not to prepare your own estate…

    Read More Prince, 75 Million Dollar Estate and a Feuding FamilyContinue

  • Service Animals & Airlines: New Guidance Issued by DOT

    Service Animals & Airlines: New Guidance Issued by DOT

    May 4, 2021July 1, 2022

    Written by Jill Roamer, J.D.  There has been a lot of heated debate on the topic of traveling with emotional support animals (ESA), psychiatric service animals (PSA), and traditional service animals. To resolve some of the conflict, the Department of Transportation (DOT) issued a Final Statementelaborating on the department’s expectations and priorities regarding the treatment of…

    Read More Service Animals & Airlines: New Guidance Issued by DOTContinue

  • Blind Woman Wins Judgement Against Uber

    Blind Woman Wins Judgement Against Uber

    April 21, 2021July 1, 2022

    Written by Jill Roamer J.D. Ms. Irving, a blind woman, lives in San Francisco. In 2018, she filed a Complaint against ride-share giant, Uber, alleging that she was discriminated against during various encounters with Uber drivers. Ms. Irving alleged that drivers refused to pick her up at least fourteen different times, and as such she…

    Read More Blind Woman Wins Judgement Against UberContinue

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