Estate Planning | KALW

Estate Planning

Managing and Planning for the Small Estate

Jul 24, 2019

  YLR host Jeff Hayden welcomes Catherine Raye-Wong, Certifed Specialist in Estate Planning, Probate & Trust Law, certified by the California Board of Legal Specialization of the State Bar of California, and  who is a member of the San Mateo County Bar Assn., from the Redwood City firm of Aron, Riechert, Carpol & Riffle (650-368-4662). Questions for Catherine and Jeff? Please call toll-free 866-798-8255.

Probate 102: Managing & Planning for the Small Estate

Jul 10, 2019

  Last week, we began a two-part program, "Planning for the Small Estate." To continue the discussion this week, July 10, 2019, we present "Probate 102: Managing & Planning for the Small Estate." YLR host Jeff Hayden welcomes Alicia Gamez, law offices of Alicia Gamez, San Francisco, Ca. Certified Specialist in Estate Planning, Probate & Trust Law and in Taxation Law, a member of the Trust and Estates Law and Taxation Law and Taxation Law sections of the California Lawyers Association. Questions for Alicia and Jeff? Please call toll-free 866-798-8255. 

Tips on Preparing 2018 Income Tax Returns

Dec 12, 2018

Your Legal Rights Host Jeff Hayden welcomes David Hellman, specialist in taxation law & also in estate planning, trust & probate law who is certified by The California Board of Legal Specialization of the State Bar, with law office in San Rafael. Questions for David & Jeff? Please call toll-free 866-798-8255. Also, this is our once-a-month Call-A-Lawyer Night. So, while Your Legal Rights broadcasts on 91.7 FM (online kalw.org) 7 'til 8pm PST, attorneys are available off-the-air as well -- 800-525-9917, for private no-fee consultation on a variety of legal questions.

New Tax Laws Effect Estate Planning

Jun 20, 2018

Your Legal Rights Host Jeffrey Hayden welcomes Janet Brewer and Alicia Gamez, specialists in estate planning, wills, trusts and probate law. We consider new tax laws' effects on planning and special issues to do with international assets and family minors. Questions for Janet and Alicia? Please call toll-free 866-798-8255. 

Estate Planning Taxation Issues. Guest: David Hellman, a Specialist in Estate Planning, Trust & Probate Law and a Specialist in Taxation Law, Certified in both by the California Board of Legal Specialization. Questions for David Hellman? Please call toll-free 866-798-8255. 

Estate Planning -- Prevention of Elder Financial Abuse. Guests: Certified Specialists in Estate Planning, Trust & Probate Law by the California Board of Legal Specialization: Linda Kramer, Deborah Radin & John Martin. Questions for Chuck's guests? Please call toll-free 1-866-798-8255. 

Estate Planning: Advance Directives -- When Someone You Love Won't Create An Advance Directive. Guests: Peter Stern and John Martin, Specialists in Estate Planning, Trust & Probate Law, Certified by the California Board of Legal Specialization; and California Superior Court Judge Eugene Hyman (Ret.). Questions for Chuck's guests? Please call toll-free 1-866-798-8255.

A discussion on & update of Medi-Cal, and Medi-Cal for Long-Term Care. Guests: Peter Stern, a Specialist in Estate Planning, Trust, & Probate Law, Certified by the California Board of Legal Specialization of the State Bar; Pat McGinnis, the Executive Director of California Advocates for Nursing Home Reform (CANHR). Questions for Peter & Pat? Please call toll-free 1-866-798-8255.

Estate Planning -- Leaving Your Home to Your Child/Children: Will the Proposition 13 Tax Basis Be Passed on from Parent to Child? Guest: John C. Martin, a Specialist in Estate Planning, Trust & Probate Law, Certified by the California Board of Legal Specialization. Questions for Chuck &  John? Please call toll-free 1-866-798-8255.

A discussion of major medical and legal issues regarding Alzheimer's Disease; Guests: Alma Soongi Beck, a California Board of Legal Specialization Certified Specialist in Estate Planning, Trust & Probate Law; and Dr. Lael Conway Duncan, the Medical Director of Consulting Services of the Coalition For Compassionate Care of California.
Listeners with questions for Chuck & his guests, please call toll-free 1-866-798-8255.

Social Security Disability Law -- benefits/eligibility/rate of denials.
Guests: James Shea, a Specialist in Social Security Disability Law who is certified by the National Board of Trial Advocacy; and Amir Atashi Rang, a Specialist in Estate Planning, Trust and Probate Law who is certified by the California Board of Legal specialization.
 

Estate Planning -- A discussion of POLSTs (Physicians Orders for Life-Sustaining Treatment) which is a system that identifies patients' wishes and directives regarding medical treatment.
Guests: Estate Planning Attorney Jana Ellerman, a Member of the Executive Committee of the Trusts & Estates Section of the State Bar; and Dr. Lael Conway Duncan, Medical Director of Consulting Services of the Coalition For Compassionate Care of California.
Listeners with questions for Chuck's guests, please call 1-866-798-8255.

A Discussion of the State Bar's publication "SENIORS & THE LAW: A Guide For Maturing Californians" funded by the California Bar Foundation.
Guests: Colleen McAvoy and Peter Stern, Certified Specialists in Estate Planning, Trust & Probate Law, by the California Board of Legal Specialization.
Listeners with questions for Chuck's guests, please call 1-866-798-8255.

Living Trusts

Jul 15, 2015

Living Trusts: Do you need a living trust? Are there taxation issues? Guest: David Hellman, a Specialist in Estate Planning, Trust, and Probate Law and also in Taxation Law, Certified by the California board of Legal Specialization.   Listeners with questions for David Hellman, please call 1-866-798-8255.

The Educating Seniors Project of the Trusts & Estates Section of the State Bar.
Guest: Jennifer Wilkerson, a Certified Specialist in Estate Planning, Trust & Probate Law.
Listeners with questions for Chuck Finney &/or Jennifer Wilkerson, please call 415-841-4134.
Our special once-a-month Call-A-Lawyer Night also is this evening. So, while Your Legal Rights broadcasts over 91.7 FM (online at kalw.org), 7 to 8pm, listeners can call the off-air attorneys, 800-525-9917, for private/no-fee consultation on any law questions they are prepared to discuss.

A refresher on estate planning and documents to protect yourself and your heirs.Guest: Peter Stern, a Certified Specialist in Estate Planning, Trust & Probate Law, and a past Chair of the Executive Committee of the Trusts & Estates Section of the State Bar.

Estate Planning for Your golden Years, Program 2
Guests: David Hellman and Peter Stern, Specialists in Estate Planning, Trust, and Probate Law Certified by the California Board of Legal Specialization of the State Bar.
Listeners with questions for Chuck and his guests please call 415-841-4134.

Estate Planning for your Golden Years. Guest: David Hellman, Specialist in Estate Planning and Taxation, Certified by the California  Board of Legal Specialization. Listeners with questions for Chuck and David Hellman, please be ready to call 415-841-4134. 

A further discussion of Basic Estate Planning IssuesGuests: Certified Specialists in Estate Planning James Efting and Daniel Brown. Listeners with questions for Chuck's guests, please call 415-841-4134.

Basic Estate Planning Issues. Guests:  Certified Specialists in Estate Planning, Trust, and Probate Law Daniel Brown and James Efting.Listeners with questions for Chuck and his guests, please call 415-841-4134.

Year-End 2013 Tax Tips

Guest:  David Hellman, Certified Specialist in Taxation Law and Estate Planning.

Listeners please call with questions or comments for Chuck and David Hellman: 415-841-4134.
 

Discussion on estate planning for same-sex couples.

Guests:  Estate Planning Attorneys Virginia Palmer and Jean Johnston.

Listeners are invited to participate. Please be ready to call-in with questions: 415-841-4134.

Chuck Finney is joined by  Linda Kramer, Chair of the Estate Planning Advisory Commission of the Board of Legal Specialization, to discuss two aspects of estate planning – advanced health directives and planning for a medical crisis.