At Katzner Law Group, one of the most common estate planning questions we hear is: what is joint tenancy with right of survivorship, and how does it affect what happens to property after someone passes away? Joint tenancy with right of survivorship, often abbreviated as JTWROS, is a form of shared ownership that can play […]
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When families in New York begin the probate process, one of the most common questions we hear at Katzner Law Group is: can co-executors act independently, or do they have to agree on everything? The short answer, in most situations, is no. Co-executors are generally required to act together. Understanding how this shared authority works […]
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If you or a loved one are applying for Medicaid, you may wonder: does receiving a cash gift affect Medicaid eligibility? The short answer is yes. Medicaid has strict rules when it comes to gifts and asset transfers. Understanding these rules is essential to avoid disqualification or delays in receiving benefits. At Katzner Law Group, […]
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Creating a will is one of the most important steps in protecting your legacy and ensuring that your wishes are honored. However, not all wills hold up in court. In fact, certain legal or procedural missteps can render a will invalid. At Katzner Law Group, our estate planning attorneys frequently assist individuals and families in […]
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If you or a loved one have ever needed long-term care, you may already be familiar with Medi-Cal, California’s Medicaid program. But what many families don’t realize is that Medi-Cal benefits come with a potential string attached: the Medicaid Estate Recovery Program (MERP). This program allows the state to seek repayment for certain benefits after […]
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When it comes to safeguarding real estate assets in California, Katzner Law Group understands that privacy and protection are key. Katzner Law Group helps property owners across San Diego and California navigate estate planning tools like land trusts, which can serve as an effective layer in your asset protection strategy. In this article, we’ll explore […]
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When it comes to asset protection, privacy, and long-term estate planning, few tools offer as much versatility as a land trust. At Katzner Law Group, we work with individuals and families to establish strategic trust-based plans tailored to their real estate and legacy goals. In this guide, we’ll explore what a land trust is, how […]
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When planning an estate, many people focus on major assets like real estate or specific bequests to loved ones. However, what happens to everything else, the bank accounts not mentioned, stocks overlooked, or property acquired late in life? This is where a residuary trust comes in. At Katzner Law Group, our experienced estate planning attorneys […]
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Gifting a house to your child in San Diego may seem like a generous and straightforward decision, but it comes with legal and tax implications that should not be taken lightly. At Katzner Law Group, we regularly advise families across California and New York on the legal and financial complexities of estate planning, including how […]
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When it comes to estate planning and cognitive decline, many families ask a crucial question: Can a person with Alzheimer’s legally change their will? At Katzner Law Group, we help families across California and New York navigate this deeply sensitive issue with care, compassion, and precision. The short answer is yes, a person diagnosed with […]
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