Saturday, April 25, 2009

WealthCounsel Nor-Cal Forum

Yesterday I met with some fellow WealthCounsel attorneys in Palo Alto to discuss advanced Wealth Transfer options for our clients.  WealthCounsel is a collaborative organization of more than 1,000 law firms, WealthCounsel’s practice-building resources help attorneys efficiently draft sophisticated estate plans; gain competence through collegiality with other members; and learn new strategies to increase revenue opportunities.

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Estate Planning Basics

California Medi-Cal Program to Help with Nursing Home Bills

Pay Close Attention to Beneficiary Designations

Finding a Caregiver

What You Need to Know About Elder Abuse in California

What is a Special Needs Trust?

What Happens if I die without a Will?

When To Distribute Trust Assets After Death

Where Do I File My Living Trust?

How to Get a Loan on Trust Property (Personal Home)

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The lawyers at Sowards Law Firm assist clients with Estate Planning, Wills, Living Trusts, Probate, Estate Administration, Medi-Cal Planning, Business Law and LLC Preparation throughout California, including clients located in and around, Oakland, Palo Alto, Petaluma, Pleasanton, Point Reyes, Redwood City, Richmond, Salinas, San Carlos, San Francisco, San Jose, San Leandro, San Rafael, San Ramon, Santa Clara, Santa Cruz, Santa Rosa, South San Francisco, Sunnyvale, Union City and Vallejo.



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