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Inclusive Education Project Podcast

Apr 10, 2018

Many believe that estate planning is something only wealthy families or the elderly should worry about, but that’s simply not true. There are many types of estate planning documents that help protect families of all sizes and procedures that guide the various needs of families, including special needs trusts, limited conservatorships, and trust creation.

We’re joined by estate planning attorneys Jill Hiraizumi-Artino and Peilin Ngo as they discuss some of the most important legal documents families should consider creating.

For full show transcript, visit our site here.

What We Cover in This Episode:

  • The importance of being proactive as opposed to reactive when it comes to estate planning
  • Why and when should families consider creating an estate plan?
  • What legal documents anyone past the age of 18 should have in place
  • What a special needs trust is and when is it used
  • Limited conservatorships, what they cover, and when they’re needed
  • How you can anticipate a future amendment to an already-formed trust
  • What the typical length of the probate process takes

Resources Mentioned:

California Probate Code Section 1420

Contact Information:

Phone: (949)5342575

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IEP website

This podcast is for informational and educational purposes only. It is not to be construed as legal advice specific to your circumstances. If you need help with any legal matters, be sure to consult with an attorney regarding your specific needs.