CalPers Special Power of Attorney

Approval, confirmation and affirmation!  We all like these things, right?  For years I have encouraged clients to get “bank” or “special” powers of attorney for assets that are not a part of their trust. This includes Calpers which has benefits not a part of the living trust. I recently received notice from a large law […]

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What can I expect at my upcoming probate Court date?

INTRODUCTION I get asked this question a lot.  ”What can I expect at my upcoming probate Court date?”  Or, “how soon after my Court date will I have letters testamentary?”  Or even, “do I need to be at my Court date?” COURT ATTENDANCE Let me start with the last one… NO. Generally speaking there is […]

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