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…
Articles Posted in Current Affairs
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…
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.
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. Juvenile Offenders The punishment of life without parole will no longer be allowed for California’s youngest criminals. Those…
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…
Right to Die in California
On October 5, 2015, Governor Jerry Brown signed legislation allowing terminally ill patients in California the option to end their lives. The so-called Option to Die Act will not come into effect until sometime in 2016. California joins Oregon, Washington, Vermont, Montana and New Mexico as the only states where…
Palm Springs Estate Attorney Discusses the Estate Tax
The U.S. House of Representatives voted earlier this month to repeal the Federal Estate Tax. Republicans have long voiced their opposition over this tax but a vote to repeal hasn’t occurred in over a decade. The measure passed with 240 in favor and only 179 opposed. The vote breakdown was…
Palm Desert Trust Attorney Explains the Pitfalls of Bankruptcy on Trusts
Bankruptcy can disrupt your estate plan. We previously discussed here the problem bankruptcy creates if you have assets in joint tenancy with a bankruptcy debtor. However, bankruptcy can also effect your estate plan for your beneficiaries if certain precautions are not followed. A recent case, Frealy v. Reynolds, highlights this…