Estate of Kajioka

Practice Area: Probate

Date: Mar 05, 2015

Outcome: Approved

Description: Probate Administration

Medi-Cal Qualfication

Practice Area: Elder law

Date: Sep 27, 2013

Outcome: Medi-Cal Notice of Action: Eligibility approved

Description: The client was on her way to a skilled nursing facility and owned her home and had cash assets in various bank accounts. Under current California Medi-Cal regulations, we were able to qualify her for Medi-Cal using "spend down" tools to qualify her for Medi-Cal and to protect her home and other assets from later Medi-Cal recovery liens.

Estate of Geraldine Coronado (MP20683)

Practice Area: Elder law

Date: Jun 08, 2012

Outcome: Petition granted in full

Description: CA Probate Code 3100 Petition to Increase Community Spouse Resource Allowance to Qualify Incapacitated Spouse for Medicaid (Medi-Cal)

Petition & Order to Consolidate Will & Trust of Decedent

Practice Area: Trusts

Date: May 04, 2012

Outcome: Order granted

Description: Complex case involving both Will and Trust of Decedent requiring court supervision to properly adminster assets, claims of creditiors and beneficiaries of estate.

Estate of Yudacufski (MP20640)

Practice Area: Probate

Date: Apr 20, 2012

Outcome: Petition granted

Description: Petition to Administer Estate

Estate of Bruno (MP19866)

Practice Area: Elder law

Date: Mar 16, 2012

Outcome: Petition granted in full

Description: PETITION AND ORDER FOR SUBSTITUTED JUDGMENT TO MAKE GIFTS AND CREATE AND FUND AN REVOCABLE TRUST; 2nd ACCOUNTING

Estate of Gerda Starr (MP20344)

Practice Area: Probate

Date: Feb 10, 2012

Outcome: Petition granted in full

Description: Final Petition & Order for Distribution of Probate Estate

Estate of Benson (MP 20274)

Practice Area: Probate

Date: Dec 23, 2011

Outcome: Petition granted in full

Description: Petition to Approve Probate Petition and Establish Testamentary Trust for Child Unable to Manage Assets

Estate of Gaisford (MP20321)

Practice Area: Probate

Date: Jul 08, 2011

Outcome: Order granted in full

Description: Order Determining Succession to Real Property

Conservatorship of Becker (MP18835)

Practice Area: Guardianship

Date: Jun 10, 2011

Outcome: Order granted in full

Description: Conservatorship - 3rd Accounting

MP15815

Practice Area: Estate planning

Outcome: The Superior Court granted our Petition in full.

Description: PETITION FOR: (1) DETERMINATION THAT WIFE LACKS CAPACITY TO JOIN IN OR CONSENT TO PROPOSED TRANSACTION (2) AUTHORIZATION TO EXECUTE AND FUND REVOCABLE LIVING TRUST (3) AUTHORIZATION TO MAKE FEDERAL GIFT TAX ANNUAL EXCLUSION GIFTS (PROBATE CODE §§3101(a) AND 2580), and (4) AUTHORIZATION T0 PROSECUTE PERSONAL INJURY MATTER AND TO TRANSFER ANY RECOVERY INTO LIVING TRUST