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Seniors & the Law--A Guide for Maturing Californians (CA State Bar)

The guide addresses a number of issues confronting seniors including:

  • Finances and debt
  • Social Security and insurance
  • Housing and caregiving
  • Employment
  • Healthcare
  • Elder abuse/elder fraud
  • Grandparents' rights
  • Divorce and remarriage
  • Estate planning and legal services

Wills - Do I Need A Will? (CA State Bar)

What is a will?

  1. Does a will cover everything I own?
  2. What happens if I don't have a will?
  3. Are there various kinds of wills?
  4. What if my assets pass to a trust after my death?
  5. Can I change or revoke my will?
  6. How are the provisions of a will carried out?
  7. Who should know about my will?
  8. Will my beneficiaries have to pay estate taxes?
  9. What other planning should I do?
  10. How can I find a lawyer to write a will for me?

Do I Need Estate Planning? (CA State Bar)

  1. What is estate planning?
  2. What is involved in estate planning?
  3. Who needs estate planning?
  4. What is included in my estate?
  5. What is a will?
  6. What is a revocable living trust?
  7. What is probate?
  8. Can I name alternative beneficiaries?
  9. Who should be my executor or trustee?
  10. How should I provide for my minor children?
  11. When does estate planning involve tax planning?
  12. Does the way in which I hold title make a difference?
  13. Are there other ways of leaving property?
  14. What happens if I become unable to care for myself?
  15. Who should help me with my estate planning documents?
  16. Should I beware of "promoters" of financial and estate planning services?
  17. How much does estate planning cost?
  18. How do I find a qualified lawyer?

Do I Need A Living Trust? (CA State Bar)

  1. What is a living trust?
  2. What can a living trust do for me?
  3. Should everyone have a living trust?
  4. How could a living trust be helpful if I become incapacitated?
  5. How could a living trust be helpful at my death?
  6. Who should be the trustee of my living trust?
  7. How are my assets put into the living trust?
  8. What are the disadvantages of a living trust?
  9. If I have a living trust, do I still need a will?
  10. Will a living trust help reduce the estate taxes?
  11. Will I have to file an income tax return for my living trust?
  12. What other estate planning documents should I have?
  13. What other kinds of trusts are there?
  14. Who should draft a living trust for me?
  15. Should I beware of "promoters" of financial and estate planning services?
  16. How much does a living trust cost?
  17. How do I find a qualified lawyer?

What Should I Know About Elder Abuse? (CA State Bar)

  1. What is elder abuse?
  2. What should I do if I am being abused or if I suspect that someone else is being abused?
  3. What are some examples of elder abuse?
  4. Am I required to report suspected elder abuse?
  5. Is there anyone who will check on my elderly father's well-being for me?
  6. Is domestic violence the same as elder abuse?
  7. What can I do to protect myself from an abusive caregiver or spouse?
  8. How can I be sure that my mother's caregiver will provide proper and adequate in-home care?
  9. As a senior, am I more likely to be targeted in a consumer scam?
  10. Should I be cautious in how I select financial or estate planning services?
  11. How can I avoid being solicited by telemarketers?
  12. What can I do if someone steals my credit card and runs up the bill?
  13. Why should I keep my Social Security number confidential?
  14. What is identity theft and what should I do if I become a victim?
  15. Where can I find out more about elder abuse?
  16. How do I find an attorney to represent me?

How Do I Use The Small Claims Court? (CA State Bar)

  1. What kinds of disputes can I take to small claims court?
  2. Can I file a claim for any amount of money?
  3. What can I do if I am owed more than the small claims limit?
  4. Should we settle out of court?
  5. How does the small claims court work?
  6. How do I file my claim?
  7. What if I have a claim against the person who is suing me?
  8. What should I do before going to court?
  9. What should I bring to court?
  10. What happens if I do not show up for the hearing?
  11. If I lose, can I appeal the decision?
  12. What if the judge or commissioner decides against me, but I have a problem paying?
  13. How do I collect my money?
  14. Where can I find a lawyer to assist me?

Other California State Bar Legal Pamplets


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