At Katzner Law Group, parents frequently ask how to protect their children financially through thoughtful estate planning. One of the most common and costly questions we address is the biggest mistake parents make when setting up a trust in San Diego. While many families focus on drafting the trust document itself, the most serious error […]
Read More
At Katzner Law Group, clients often ask an important planning question: how does an inheritance trust work, and what happens when you inherit money or property through one? An inheritance trust is a powerful estate planning tool that allows assets to be managed and distributed under clear rules after someone passes away. Instead of receiving […]
Read More
At Katzner Law Group, families often ask an important and emotional question: can two siblings have power of attorney for a parent at the same time? The answer is yes. Two siblings can legally share power of attorney as co-agents, allowing them to jointly manage a parent’s financial or medical affairs. When structured correctly, this […]
Read More
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 […]
Read More
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 […]
Read More
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, […]
Read More
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 […]
Read More
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 […]
Read More
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 […]
Read More
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 […]
Read More
(855) 528-9637