Author Image: Dennis Fordham

Dennis Fordham

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Estate planning considerations for real properties

California offers various estate planning approaches for real property, including primary residences, vacation homes, rental properties and vacant lots.  That is, the Transfer on Death (“TOD”) Deed, a Joint Tenancy...
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Latest regarding Medi-Cal’s asset test.

On January 1, 2026, Medi-Cal will restore the asset test, as it existed in 2022, to determine a person’s eligibility to receive, or continue to receive, community based Medi-Cal and...
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Keeping health care decisions current

A complete estate planning binder always includes an Advance Health Care Directive (“AHCD”).  The AHCD authorizes a person’s agent to make important health care decisions, when the person cannot make...
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Conflicts of interest and trustees

Potential and actual conflicts of interest are important considerations when selecting who to serve as successor trustee as they are being trusted with the authority to manage, disburse (i.e., use...
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The possible return of the MediCal asset limits

California’s just revised proposed state budget, shows that Governor Newsom intends to reinstate the Asset test for Medi-Cal eligibility. Previously, on January 1, 2024, California had abolished the Asset test. ...
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On Being a Representative Payee

An incapacitated adult or minor person who is unable to manage their bill paying often has a representative payee appointed by the Social Security Administration (“SSA”) to manage their receipt...