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Home » blog

Thought for the Day:

April 14, 2016 by Stephen A. Mendel, Estate Planning Attorney

“The purpose of life is to live it, to taste experience to the utmost, to reach out eagerly and without fear for newer and richer experience.” Eleanor Roosevelt … [Read more...] about Thought for the Day:

Filed Under: General

Using a Special Needs Trust to Protect an Injury Settlement

April 13, 2016 by Stephen A. Mendel, Estate Planning Attorney

Sometimes a loved one is born with special needs; however, a catastrophic accident can also lead to a loved one becoming a “special needs” individual. When that is the case you can face a dilemma when it comes time for your loved one to accept a personal injury settlement or award. If your loved one is dependent on the benefits offered by federal programs such as Medicaid or SSI a lump sum injury settlement or award can cause your loved one to become ineligible for those benefits. Often the best … [Read more...] about Using a Special Needs Trust to Protect an Injury Settlement

Filed Under: Special Needs Planning Tagged With: injury settlement, special needs trust

Famous Estates – Legacy Champ or Chump?

April 8, 2016 by Stephen A. Mendel, Estate Planning Attorney

Marvin Gaye (1939-1984) - Singer-Songwriter & Musician Marvin Gaye, born Marvin Pentz Gay, Jr., was an American singer-songwriter and musician. Gaye helped to shape the sound of Motown Records in the 1960s with a string of hits including “How Sweet It Is (To Be Loved By You)” and “I Heard It Through the Grapevine” and duet recordings with Mary Wells and Tammi Terrell, later earning the titles “Prince of Motown” and “Prince of Soul.” During the 1970s, Gaye recorded the concept albums What's … [Read more...] about Famous Estates – Legacy Champ or Chump?

Filed Under: General

Thought for the Day:

April 7, 2016 by Stephen A. Mendel, Estate Planning Attorney

“With discipline, dedication and diligence, you will achieve the goal.” Lailah Gifty Akita … [Read more...] about Thought for the Day:

Filed Under: General

When Do I Need a Special Needs Trust?

April 6, 2016 by Stephen A. Mendel, Estate Planning Attorney

If you are the parent of a special needs child you likely worry about your child’s future. Specifically, you may worry about the day when you are no longer around to provide the day to day care and the financial support your child will likely always need. A special needs trust can go a long way toward alleviating your concerns and ensuring that your special needs child is financially provided for long after you are gone. Although each special needs individual is unique, most share a need for … [Read more...] about When Do I Need a Special Needs Trust?

Filed Under: Special Needs Planning Tagged With: special needs trust

Famous Estates – Legacy Champ or Chump?

April 1, 2016 by Stephen A. Mendel, Estate Planning Attorney

Gordon Moore (1929- ) - Businessman & Philanthropist Gordon Moore, raised in Pescadero, California, received his Bachelor of Science degree in Chemistry from the University of California, Berkeley in 1950 and a PhD in Chemistry and minor in Physics from the California Institute of Technology (Caltech) in 1954. He completed his postdoctoral research at the Applied Physics Laboratory at Johns Hopkins University in 1956. Moore joined Caltech alumnus William Shockley at the Shockley … [Read more...] about Famous Estates – Legacy Champ or Chump?

Filed Under: General

Thought for the Day:

March 31, 2016 by Stephen A. Mendel, Estate Planning Attorney

“It's kind of fun to do the impossible.” Walt Disney Company … [Read more...] about Thought for the Day:

Filed Under: General

How Do I Fund My Revocable Trust?

March 30, 2016 by Stephen A. Mendel, Estate Planning Attorney

One of the most commonly used types of trusts is a revocable living trust. A revocable living trust offers a variety of benefits to the settlor, or person who created the trust. People often use a revocable living trust as part of their incapacity plan, for example. By naming a spouse/parent/adult child as the successor trustee to your living trust you allow for immediate transfer of control over trust assets in the event of your incapacity. If you decide that a living trust would be a valuable … [Read more...] about How Do I Fund My Revocable Trust?

Filed Under: Wills and Trusts

Famous Estates – Legacy Champ or Chump?

March 25, 2016 by Stephen A. Mendel, Estate Planning Attorney

Barry White (1944-2003) - Producer, Composer & Singer Barry Eugene Carter, known as Barry White, was born in Galveston, Texas, and raised in the high crime areas of South Central Los Angeles. White’s musical influence came from listening to his mother’s classical music collection which he would then emulate it on the piano. His musical career began when he was in his late teens in the early 1960s, as part of different singing groups as well as having singles of his own. In the mid-1960s, … [Read more...] about Famous Estates – Legacy Champ or Chump?

Filed Under: General

Thought for the Day:

March 24, 2016 by Stephen A. Mendel, Estate Planning Attorney

“The future belongs to those who believe in the beauty of their dreams.” Eleanor Roosevelt … [Read more...] about Thought for the Day:

Filed Under: General

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