Estate Planning Law Firm of Brian D. Lerner, APC

Estate Planning Law Firm of Brian D. Lerner, APC This firm will prepare your Estate Planning Package including the Living Trust, Pour-over Will, Durable Power of Attorney and Health Care Directive.

Living Trust, Pour-over Will, Durable Power of Attorney for Financial Management, Advance Health care directive, Assignment of personal property into Living Trust, HIIPA Directive, Certification of Trust, Beneficiary designations in the IRA, retirement and insurance accounts & Instructions on Funding the Living Trust

Effect of Establishment of a Conservatorship
10/31/2016

Effect of Establishment of a Conservatorship

The establishment of a conservatorship shifts the responsibility for making financial and personal care decisions from the conservatee to the conservator; the relationship of conservator and conser…

What power does the conservator have?
10/28/2016

What power does the conservator have?

Under a conservatorship of the person, the conservator has the “care, custody and control” of the conservatee, which includes the power to determine where the conservatee will live. The…

What are conservatee’s rights
10/26/2016

What are conservatee’s rights

Because the establishment of a conservatorship significantly curtails the conservatee’s rights, the court may not appoint a conservator unless the need for one is established by clear and con…

President targets inherited assets in middle class tax reform
10/24/2016

President targets inherited assets in middle class tax reform

After the American Taxpayer Relief Act of 2012 (ATRA-2012) (Pub L 112-240, 126 Stat 2313), many in the estate planning community thought that tax law dealing with estates and trusts was settled for…

Deconstructing the Trust Fund Loophole
10/21/2016

Deconstructing the Trust Fund Loophole

With some rhetorical license, the White House fact sheet describes IRC §1014 as the “trust fund loophole” and goes on to suggest that it may be “the largest single loophole in the…

Can you bring a lawsuit against a third party as a beneficiary?
10/19/2016

Can you bring a lawsuit against a third party as a beneficiary?

estateplanningattorneylawyer.com Brian Lerner, estate attorney discusses whether it is possible to obtain a debt due to the decedent

What Is a Conservatorship
10/17/2016

What Is a Conservatorship

A conservatorship is a protective court proceeding. In a conservatorship of the person, a court-appointed fiduciary, the conservator, manages the personal care of a person who cannot properly provi…

Undue Influence and how to recognize it
10/14/2016

Undue Influence and how to recognize it

estateplanningattorneylawyer.com Learn from Brian Lerner, estate lawyer about undue influence and how to recognize it and possibly get the Will or Trust set ...

Who is a conservatorship for
10/12/2016

Who is a conservatorship for

In a conservatorship of the estate, a court-appointed conservator manages the financial affairs of a person who is substantially unable to manage his or her own financial resources or to resist fra…

Mediation or Court
10/10/2016

Mediation or Court

estateplanningattorneylawyer.com Brian Lerner, Estate Attorney discusses whether you should consider mediation to resolve Trust disputes.

Can the court appoint a conservator over the estate and over the person?
10/07/2016

Can the court appoint a conservator over the estate and over the person?

Can the court appoint a conservator over the estate and over the person? main The court may appoint a conservator of the person or the estate, or both, for an adult. The court may appoint a conser…

Are you the beneficiary of the Trust?
08/10/2016

Are you the beneficiary of the Trust?

estateplanningattorneylawyer.com Brian Lerner, Estate Planning Attorney, discusses litigation from a beneficiary to a third party and what is necessary

Address

Long Beach, CA
90803

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm
Saturday 9am - 12pm

Telephone

+15624950554

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