Assemblymember Evan Low’s assembly bill, AB 1194, dramatically changes conservatorships in California. In the wake of the #FreeBrittney movement and the 2020 Netflix film, “I Care a Lot”, California is poised to significantly tighten the rules governing conservatorships. Governor Gavin Newsom signed the bill on September 30, 2021 which will go into effect early next
Should You Ask Your Parents About Their Estate Plan?
Yes. The answer is unequivocally yes. The conversation might be uncomfortable and hard but necessary. Adult children don’t need to know everything, but they should be informed of some basics of their parents’ estate plan. A surprising number of Americans do not have a full estate plan in place. Only about 18% have an estate
Can You Inherit Loyalty Points from a California Estate?
The short answer is, not easily. Generally, the airline’s policy is that your miles expire when you do. The crux of the problem is that airlines own the miles. You don’t. It is buried deep in nearly all frequent-flier program terms and conditions. They, therefore, can make any rules they want. Additionally, those terms and
Julia E. Burt and Heidi Richert Clerc Named Top Lawyers
We are pleased to announce that Julia E. Burt and Heidi Richert Clerc were both named Top Lawyers by Palm Springs Life magazine again in 2019. Both Julia and Heidi have consistently been recognized for several years for their exceptional service and experience in Wills, Trusts & Estates.
Estate Planning Tips for the Hands-Off Spouse
Often in a marriage, one spouse is primarily responsible for handling and managing the finances and bill paying. However, that arrangement leaves the other spouse in the dark. When the hands-off spouse has to take over the financial responsibilities because of a death or disability it can be a great challenge. Anne Tergesen in her
Martindale Hubbell Awards Heidi Richert Clerc as AV Preeminent Peer Rated Attorney
Burt + Clerc is pleased to announce that Martindale Hubbell has awarded Heidi Richert Clerc with the AV Preeminent Peer Review Rating. This award is given only to those attorneys with the highest ethical Standards and professional ability.
Palm Desert Probate Attorney Discusses New Laws for 2018
California has a number of new laws going into effect in 2018. Below are a few of interest and note.
Concealed Carry
No school employee can carry a concealed weapon onto campus.
Burt + Clerc Attorneys Named Top Lawyers
Congratulations to Julia E. Burt, Heidi Richert Clerc and Elaine E. Hill on being named Top Lawyers by Palm Springs Life. We pride ourselves on our excellent service to clients and our top-notch legal expertise.
Heidi Richert Clerc becomes a Certified Specialist in Estate Planning, Trust & Probate Law
We are pleased to announce that the California Board of Legal Specialization has certified Heidi Richert Clerc in Estate Planning, Trust & Probate Law. Heidi joins the ranks of the other Certified Specialists at Burt + Clerc (Julia E. Burt and Elaine E. Hill).
California attorneys who are certified as specialists have taken and passed
Make a Better Charitable Gift
Making charitable bequests in Wills or Trusts is a common practice. However, many individuals merely name a charity and do not specify for what purpose such a gift should be earmarked. Recently, an extremely generous, if not equally frugal, librarian in New Hampshire left his entire $4 million estate to the University of New Hampshire.