Special Needs Trustees – Parent and Legal Guardians

Most states do not prohibit a parent or legal guardian from serving as special needs trustees of a special needs trust for their child. However, some states require that such a trustee be bonded, meaning that the trustee must have an insurance policy that refunds...

Estate Executors and Trustees: Tips & Rules to Avoid Common Problems

If you have been named the executor of someone’s estate or the Trustee of a Trust, you may be unaware of all the responsibilities estate executors and trustees have. Many parents name a child as their executor or trustee, but seldom do children then do the necessary...

What is Probate? And Should I Avoid It?

What is the Probate Process? Generally speaking, the probate process is used by state probate courts to transfer property to your heirs. It is really just a judge giving legal permission for assets to be passed on, whether or not you have a will. In California,...

How Do I Get Rid of a Special Needs Trust?

How Do I Get Rid of a Special Needs Trust?   Almost every state’s probate code includes a right to terminate a trust for a variety of reasons. Some reasons may be if the original intent behind setting up the trust no longer applies or if there has been a...

DRAIL Ability Resource Fair and Assistive Technology Expo

The Tagre Law Office was delighted to participate in the Disability Resource Agency for Independent Living (DRAIL) Ability Resource Fair that was held on September 25, 2015 at the Howard Training Center. DRAIL’s mission is to empower persons with disabilities to...

Imagine if the Details of Your Will Became a Public Record

With today’s technology and without the creation of a proper trust, probated wills have become public records and may even be accessed online. Some examples are: Paul Revere left all his household furniture to an unmarried daughter. Daniel Webster willed his grandson...