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The Law Corner BLOG — News, Tips, and Resources

Welcome to The Law Corner – your go-to resource for insights on estate planning, trust administration, probate, and business law. Stay informed with expert tips, legal updates, and practical guidance to help you navigate important decisions with confidence. Whether you're planning for the future or managing legal affairs, The Law Corner is here to provide clarity and valuable resources.

Disclaimer: The information provided on The Law Corner is for general informational purposes only and should not be considered legal advice. Reading this blog does not create an attorney-client relationship with Devey Law, A Professional Law Corporation.

Estate Planning, California Law, Trusts and Wills, Asset Protection, Trustee Responsibilities, Incapacity Planning, Trusts, Legal Guidance, Devey Law Blog, The Law Corner Blog, Planning for the Future, Trusts & Trustees, Revocable Living Trust, California Trust Law, Legal Decision-Making, Protecting Your Legacy Jamie Devey Estate Planning, California Law, Trusts and Wills, Asset Protection, Trustee Responsibilities, Incapacity Planning, Trusts, Legal Guidance, Devey Law Blog, The Law Corner Blog, Planning for the Future, Trusts & Trustees, Revocable Living Trust, California Trust Law, Legal Decision-Making, Protecting Your Legacy Jamie Devey

Should You Let Your Successor Trustee Remove You Without a Doctor’s Certification for Incapacity?

Estate planning often involves preparing for the possibility that you may one day become unable to manage your own affairs. In California, a well-crafted revocable living trust includes provisions for what happens if the person who created the trust (the settlor) becomes incapacitated. A key question is how to determine incapacity: Should your successor trustee be allowed to declare you incapacitated and take over without a doctor’s certification?

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Estate Planning, California Law, Trusts and Wills, Legal Updates, Asset Protection, Special Needs Trust, Central Coast of California Estate Planning, Trustee Responsibilities, Care Manager Provisions, SSI and Medi-Cal Planning, Protecting Disability Benefits, Fiduciary Duty, Care Manager Role, Financial Planning for Disabled Beneficiaries, Government Benefits Protection Jamie Devey Estate Planning, California Law, Trusts and Wills, Legal Updates, Asset Protection, Special Needs Trust, Central Coast of California Estate Planning, Trustee Responsibilities, Care Manager Provisions, SSI and Medi-Cal Planning, Protecting Disability Benefits, Fiduciary Duty, Care Manager Role, Financial Planning for Disabled Beneficiaries, Government Benefits Protection Jamie Devey

Understanding Trustee Responsibilities and Care Manager Provisions in Special Needs Trusts

Special Needs Trusts help protect government benefits like SSI and Medi-Cal while supporting individuals with disabilities. This blog explores the critical responsibilities of trustees and the important role care managers play in ensuring the beneficiary’s financial security and overall well-being.

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