HeyJaredDennis Fordham
- Indexed articles, last 90 days
- 7
- Latest publication
- Sep 26, 2026
- Outlet visibility, for Mendocino Beacon
- Top 10M sites
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- Jul 11, 2026
Latest articles
Understanding the trust arrangement of authority, duties, powers and rights (opens the original)
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A trust is a legal arrangement where a person, called the settlor, transfers assets into the ownership and control of a trustee for the benefit of the trust beneficiaries. The arrangement involves one or more settlors, one or more trustees, and one or more beneficiaries. The settlor (aka, the trustor or grantor) establishes the trust by signing the trust document and transferring assets (legal ownership and control) to the trustee. If the trust is revocable and amendable, then the settlor retain
Psychiatric advanced healthcare directives. (opens the original)
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Most California residents know about the Advanced Healthcare Directive, but very few have heard about the Psychiatric Advanced Healthcare Directive (“PAD”). The PAD is a standalone health care instrument that, “… allows a person with mental illness to protect their autonomy and ability to direct their own care by documenting their preferences for treatment in advance of a mental health crisis [Probate Code Section 4679(a)(2)). A PAD supplements, but does not replace, the Advanced Health Care Dir
Understanding the ins and outs of Sub Trusts. (opens the original)
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At death, a person’s revocable living trust becomes irrevocable. It may leave inheritances outright (free and clear of trust) or it may transfer inheritances into one or more sub-trusts for continued management. Subtrusts are contained, as implied, within the same master trust instrument (document) as the original revocable living trust. A subtrust, therefore, shares administrative provisions within the original master trust. Subtrusts receive assets after the settlor’s death through the trust a
Forward thinking estate planning (opens the original)
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Estate Planning requires sufficient consideration of what is going on both presently in the life of the client and their family and what is likely to occur down the road. Such a discussion is both broad and in depth and takes the attorney and the client into topics that the client may not have considered. Let us discuss some important considerations. How does the client want to address the issue of getting old and not being able to fully take care of herself or himself? Does the client want to r
Protecting the non professional trustee (opens the original)
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Most trusts name family members, typically the settlor’s child(ren), as successor trustee, who have no relevant professional qualification or experience for the job. These non-professional trustees are still fiduciaries and as such have fiduciary duties and their attendant standards of care (standards for performance of duties). Failure to perform duties according to the relevant standard of care is a breach of fiduciary duty. Breach of duty can result in liabilities, including damages and a sur
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