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Articles Posted in Current Affairs

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Changes to Conservatorship Law in the Wake of #FreeBrittney

Assemblymember Evan Low’s assembly bill, AB 1194, dramatically changes conservatorships in California. In the wake of the #FreeBrittney movement and the 2020 Netflix film, “I Care a Lot”, California is poised to significantly tighten the rules governing conservatorships. Governor Gavin Newsom signed the bill on September 30, 2021 which will…

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Heidi Richert Clerc becomes a Certified Specialist in Estate Planning, Trust & Probate Law

We are pleased to announce that the California Board of Legal Specialization has certified Heidi Richert Clerc in Estate Planning, Trust & Probate Law. Heidi joins the ranks of the other Certified Specialists at Burt + Clerc (Julia E. Burt and Elaine E. Hill). California attorneys who are certified as…

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Palm Desert Trust Attorney Explains the Pitfalls of Bankruptcy on Trusts

Bankruptcy can disrupt your estate plan. We previously discussed here the problem bankruptcy creates if you have assets in joint tenancy with a bankruptcy debtor. However, bankruptcy can also effect your estate plan for your beneficiaries if certain precautions are not followed. A recent case, Frealy v. Reynolds, highlights this…

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