03/13/2020
At this confusing time, at a MINIMUM, EVERYONE should have an advance health care directive & a durable power of attorney for asset management. They are inexpensive & invaluable!
Certified Specialist, Estate Planning, Trust & Probate Law
The State Bar of California Board of Lega
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Patricia Andel offers a variety of legal services to help ensure the financial security for you and your family in the event of your incapacity or death. Her extensive knowledge and experience in the areas of estate planning, trust administration, probate and elder law will give you peace of mind in knowing that your assets are secure and will be distributed according to your specific wishes.
At this confusing time, at a MINIMUM, EVERYONE should have an advance health care directive & a durable power of attorney for asset management. They are inexpensive & invaluable!
Law Office of Patricia L. Andel
Here is my new blog talking about special needs family members. If you know anyone who needs help in this area, please have them call my office at 760-579-7684
Patricia Andel offers a variety of legal services in Estate Planning, Trust & Probate Law, in San Diego, North County San Diego, and Big Bear Valley.
In this video I cover some of the steps for creating an estate plan.
Law Office of Patricia L. Andel
Please check out my new video regarding what a good estate plan should include. www.andellaw.com
Patricia Andel offers a variety of legal services in Estate Planning, Trust & Probate Law, in San Diego, North County San Diego, and Big Bear Valley.
Please check out my new website @ www.AndelLaw.com
Patricia Andel offers a variety of legal services in Estate Planning, Trust & Probate Law, in San Diego, North County San Diego, and Big Bear Valley.
"Your Right to Leave”
A Guide for Battling Forced Placement in Long-Term Care Facilities
CANHR has posted a new free guide for long-term care consumers, "Your Right to Leave" a guide to the rights of long-term care consumers to be free from false imprisonment. Residents are often illegally held in nursing homes or assisted living facilities against their will despite no judicial decision or legal process. "Your Right to Leave" explains how and why this happens but more importantly, details residents' rights to be free from forced placement and gives guidance on remedies.
http://www.canhr.org/reports/YourRightToLeaveGuide.pdf
The disposition of digital assets is often overlooked in estate planning. Here is some important information for including digital assets in your estate plan.
http://andellaw.com/blog/estate-planning-for-digital-assets
In this virtual world and paperless era, almost everyone has acquired digital assets. Digital assets are a form of intangible personal property and consist of on-line banking accounts, on-line vendor accounts, e-mail accounts, websites, blogs, domain
Well, I do NOT "LIKE" this, and doubt it will pass with a Republican Congress!
http://www.atr.org/obama-budget-creates-second-death-tax
The Obama budget calls for a stealth increase in the death tax rate from 40% to nearly 60%. Here's how it works:Under current law, when you inherit an asset your basis in the asset is the higher of the fair market value at the time of death or the decedent's original basis. Almost always,…
When a comedy legend like Robin Williams unexpectedly passes, the details of his estate plan are big news. Find out how Williams planned and how it will affect his family.
Change is a part of life. But sometimes, people forget that when it comes to estate planning. Let the late Philip Seymour Hoffman's case serve as a prime example of how important it is to keep your will up-to-date to ensure your wishes can be fulfilled when you pass on.
Patricia is now an Estate Planning, Trust & Probate Law Certified Specialist by The State Bar of California, Board of Legal Specialization
Please Note: the address and phone number for my Carlsbad office has recently changed. The new office is located at:
2173 Salk Avenue, #250
Carlsbad, California 92008
Phone (760) 579-7684
Fax: (760) 579-7685
Under a recent case settlement in a major nationwide class-action lawsuit (Jimmo v. Sebelius) brought by the nonprofit Center for Medicare Advocacy against the Center for Medicare and Medicaid Services (CMS), the federal government agreed that Medicare beneficiaries are covered for skilled services needed to “maintain the patient’s current condition or prevent or slow further deterioration,” even if the patient’s condition is not expected to improve.
Estate Planning, Wills, Probate & Living Trusts, Trust Administration, Special Needs Trusts, Powers of Attorney, Advance Health Care Directives, Pre-Marital & Marital Agreements, irrevocable life insurance trusts, Medi-Cal Planning, and Elder Law are some of the legal services available at the Law O...
I now also have offices in Carlsbad to better serve my central and south San Diego County clients: 5850 Avenida Encinas,
Carlsbad, CA 92008
I'm happy to announce that I'm now also serving the mountain communities of Big Bear Valley.
(909) 281-4442
P.O. Box 1491
Sugarloaf, CA 92386-1491
http://www.skloff.com/ltc-can-you-afford-to-get-older-wsj-030913.htm
Can You Afford to Get Older? | The Wall Street Journal
Please check out my new blog on Elder Abuse.
Check out my latest blog post which discusses the issue of Elder Abuse and offers information on resources available to seniors.
http://andellaw.com/blog/?p=62
Today’s seniors are at great risk of being subjected to neglect and abuse and are the increasing target of financial fraud. The majority of this abuse is inflicted by family members or caregivers. Types of elder abuse include abandonment, false imprisonment, isolation, neglect, physical abuse, chemi...
Intentional Interference With An Expected Inheritance (“IIEI”) is now officially recognized as a new actionable tort in California.
http://andellaw.com/blog/?p=55
Andel Law – 2013 FEDERAL ESTATE & GIFT TAX UPDATE
Estate Planning, Wills, Probate & Living Trusts, Trust Administration, Special Needs Trusts, Powers of Attorney, Advance Health Care Directives, Pre-Marital & Marital Agreements, irrevocable life insurance trusts, Medi-Cal Planning, and Elder Law are some of the legal services available at the Law O...
Please check out my new blog post on federal estate taxes.
'I Don't Have An Estate. Why Do I Need An Estate Plan?' - Forbes
Contrary to popular misconception, you don't have to own a big house to have an estate.
After The Fiscal Cliff Deal: Estate And Gift Tax Explained - Forbes
Questions and answers on federal estate tax after the fiscal cliff compromise.
12 Estate Planning Questions That Might Make You Squirm - Forbes
"For most people, estate planning is more painful than a root canal without Novocain," writes Seattle lawyer Wendy Goffe. Thinking about key issues in advance can help you prepare to meet with a lawyer.
ESTATE PLANNING FOR PETS
Our pets spend their lifetimes giving us unconditional love. However, thousands of pets become orphaned every year when their owners die or become incapacitated. While a pet cannot be a direct beneficiary under a will or trust, California statutory law authorizes a “pet trust” for domestic and pet a
SPECIAL NEEDS TRUSTS FOR DISABLED FAMILY MEMBERS
SPECIAL NEEDS TRUSTS FOR DISABLED FAMILY MEMBERS There are two types of special needs trusts (“SNTs”)1. A third-party SNT is by far the most common type of SNT, and this article presents a general overview of such trusts. A third-party SNT is a specialized trust that allows a fam
Law Office of Patricia L. Andel's cover photo
BABY BOOMERS AVOID MAKING LIVING WILLS & HEALTH CARE DIRECTIVES
According to the Associated Press, 64% of persons born between 1946 and 1964 (”baby boomers”) do not have a health care directive or living will. The likely reason is that they feel healthy and young in their middle-age years and do not want to dwell on death. A health care dir
INTESTATE SUCCESSION
If you do not have a Will or Trust in place at the time of your death (which is called dying “intestate”), your assets will be distributed under your state’s “statutes of descent and distribution” through the probate process. For most people, this statutory distribution scheme i
DISINHERITING SPOUSES AND CHILDREN
In California1, it is possible to disinherit your spouse and/or children; however, this must be done through a properly drafted testamentary instrument, such as a will or trust. If you die “intestate” (without a valid will or trust), your spouse and children will inherit un
When to Review Your Estate Plan
While there is no magic time-line for reviewing or updating your estate plan, it is prudent to periodically review all of your estate planning documents. Basically, there are four types of key events that should prompt you to review your estate plan:
1. Changes in Family
Latest Blog Post - When to Review Your Estate Plan
Estate Planning, Wills, Probate & Living Trusts, Trust Administration, Special Needs Trusts, Powers of Attorney, Advance Health Care Directives, Pre-Marital & Marital Agreements, irrevocable life insurance trusts are some of the legal services available at the Law Office of Patricia Andel. Patricia ...
Estate Planning with Divorce, Annulment, or Legal Separation
Estate Planning, Wills, Probate & Living Trusts, Trust Administration, Special Needs Trusts, Powers of Attorney, Advance Health Care Directives, Pre-Marital & Marital Agreements, irrevocable life insurance trusts are some of the legal services available at the Law Office of Patricia Andel. ...
2173 Salk Avenue, #250
Carlsbad, CA
92008
Monday | 9am - 5pm |
Tuesday | 9am - 5pm |
Wednesday | 9am - 5pm |
Thursday | 9am - 5pm |
Friday | 9am - 5pm |
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