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How Trust Fund Restrictions Protect Your Heirs

How Trust Fund Restrictions Protect Your Heirs

by Marivel Zialcita - Attorney at Law | Jan 7, 2026 | Estate Planning & Living Trusts

Quick Summary: The “Redmond O’Neal” Strategy StrategyHow It WorksBest For…Spendthrift TrustPrevents heirs from selling/pledging future inheritance. Blocks creditors.Heirs with debt or high liability risks.Discretionary TrustTrustee has 100%...

How to Protect Your Assets From Medi-Cal

by Marivel Zialcita - Attorney at Law | Aug 6, 2018 | Elder Law & Medi-Cal Planning

Medi-Cal is a program that provides medical insurance and income assistance to individuals who meet certain income requirements. These programs are especially important to those who are elderly and have mental or physical disabilities. Unfortunately, if a person who...

Ways to Avoid Common Trust Administration Problems

by Marivel Zialcita - Attorney at Law | Jun 14, 2018 | Estate Planning & Living Trusts

Establishing a trust is one way to preserve assets, protect your loved ones, and ensure that your legacy is passed on as intended. Unfortunately, setting up a trust is not always easy for those who have no experience with the process. More importantly, maintaining the...

How Special Needs Trusts Help Your Kids

by Marivel Zialcita - Attorney at Law | Jun 11, 2018 | Estate Planning & Living Trusts

Parents and grandparents of special needs children often worry about how their loved ones will be supported financially after their support system passes away. Government benefits offer a way for special needs adults to maintain financial independence while receiving...

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  • California Small Estate Affidavit Limit 2026: Transferring Assets Without Court
  • How Trust Fund Restrictions Protect Your Heirs
  • Medi-Cal Estate Recovery 2026: Will the State Take My Home?

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This is where love and law meet, where every legacy is honored, and where your family’s tomorrow is fiercely protected. This is - and always will be - the heart of MMZ Law.

This is where love and law meet, where every legacy is honored, and where your family’s tomorrow is fiercely protected. This is - and always will be - the heart of MMZ Law.

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