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Grant Toeppen
Registrace 19. 06. 2018
This is the channel for our Manteca-based estate planning law firm, Advance Planning, A Law Corporation. We will provide informational videos on estate planning, probate, and conservatorships as practiced in California, with a special emphasis on San Joaquin County.
Most of our clients come to us for living trusts, the probate of an estate, or to establish a limited conservatorship for a developmentally disabled child. Hopefully this video blog will help everyone understand some of the basics of each of these legal processes.
Most of our clients come to us for living trusts, the probate of an estate, or to establish a limited conservatorship for a developmentally disabled child. Hopefully this video blog will help everyone understand some of the basics of each of these legal processes.
How an Attorney Fills out the Order on a Limited Conservatorship of the Person Only Form (GC-340)
In this video, estate planning and probate attorney Grant A. Toeppen of Advance Planning, A Law Corporation shows how he fills out the Order for a Limited Conservatorship of the Person Only (GC-340).
Attorney Grant A. Toeppen has been working in the field of Conservatorships for nearly 8 years as of January 18, 2020. His office focuses on estate planning, probates, and Limited Conservatorships. He has offices in Manteca, California and Livermore, California. He has experience with conservatorships in San Joaquin County, Stanislaus County, Sacramento County, Yolo County, and Alameda County.
Nothing in this video constitutes legal advice. Nothing in this video creates an attorney-client relationship between attorney Grant A. Toeppen and anyone else.
Attorney Grant A. Toeppen has been working in the field of Conservatorships for nearly 8 years as of January 18, 2020. His office focuses on estate planning, probates, and Limited Conservatorships. He has offices in Manteca, California and Livermore, California. He has experience with conservatorships in San Joaquin County, Stanislaus County, Sacramento County, Yolo County, and Alameda County.
Nothing in this video constitutes legal advice. Nothing in this video creates an attorney-client relationship between attorney Grant A. Toeppen and anyone else.
zhlédnutí: 3 124
Video
How an Attorney Fills Out the Confidential Conservator Screening Form (GC-314) - California
zhlédnutí 2,4KPřed 4 lety
In this video, estate planning and probate attorney Grant A. Toeppen of Advance Planning, A Law Corporation shows how he fills out the Confidential Conservator Screening Form (GC-314). This form is required to establish a Limited Conservatorship of the Person and is typically required to be filed at the same time as the underlying Petition for Limited Conservatorship. Attorney Grant A. Toeppen ...
How an Attorney Fills Out the Confidential Supplemental Information Form - Conservatorship -(GC-312)
zhlédnutí 2,9KPřed 4 lety
In this video, estate planning and probate attorney Grant A. Toeppen of Advance Planning, A Law Corporation shows how he fills out the Confidential Supplemental Information Form of the Person Only (GC-312). This form is required to establish a Limited Conservatorship of the Person and is typically required to be filed at the same time as the underlying Petition for Limited Conservatorship. Atto...
How an Attorney Fills out Duties of Conservator for a Limited Conservatorship, Form GC-348
zhlédnutí 1,1KPřed 4 lety
In this video, attorney Grant A. Toeppen shows you how he fills out the form "Duties of Conservator" for a Limited Conservatorship of the Person in the state of California. This form outlines the various fiduciary duties imposed upon the limited conservator once that individual is appointed by the Court. The proposed conservator is required to read this form and certify receipt of a copy of The...
How an Attorney Fills Out an Order on a Fee Waiver for a Conservatorship - Form FW-003-GC
zhlédnutí 1,6KPřed 4 lety
In this video, attorney Grant A. Toeppen breaks down how to fill out and apply for an order on a fee waiver in a Limited Conservatorship of the Person. Grant has offices in Manteca, California and Manteca, California. He has helped to established limited conservatorships in San Joaquin County, Stanislaus County, Sacramento County, Alameda County, and Yolo County. Nothing in this video constitut...
How an Attorney Fills Out a Fee Waiver for a Conservatorship - Form FW-001-GC
zhlédnutí 2,1KPřed 4 lety
Want to save some money? If you're applying for a limited conservatorship for your developmentally disabled child (or other loved one), this form can help you waive court fees! That's usually about $1000, depending on the court. Of course, they don't give fee waivers to just anyone. The easiest way to qualify for one is if the proposed limited conservator or conservatee receives government bene...
How an Attorney Fills out a Citation for Conservatorship for a Limited Conservatorship (GC-320)
zhlédnutí 2,3KPřed 4 lety
Here's another video in the series by attorney Grant A. Toeppen showing how he fills out the required paperwork to establish a limited conservatorship of the person in California. This one shows you how he completes a Citation for Conservatorship. If you have a developmentally disabled child who is about to (or has already) become an adult, it is imperative that you consider a limited conservat...
How an Attorney Fills Out A Notice of Hearing and Proof of Service for a Limited Conservatorship CA
zhlédnutí 3KPřed 4 lety
California Attorney Grant A. Toeppen explains how he fills out and serves a Notice of Hearing and Proof of Service for a Limited Conservatorship of the Person Only. This is the form that is attached to the Petition and sent to all of the individuals statutorily entitled to notice of the hearing for the Limited Conservatorship. It lets the close relatives of the Proposed Limited Conservatee know...
Capacity Declaration - Limited Conservatorship - How to Prepare Form GC-335 for a Physician
zhlédnutí 2,6KPřed 4 lety
In this video, probate and estate planning attorney Grant A. Toeppen shares how to prepare a Capacity Declaration for a Limited Conservatorship to be completed by a physician. This form is required for a limited conservatorship. A physician completes the form, giving an assessment of the proposed conservatee's capacity. Courts rely heavily on this document when deciding whether to grant a limit...
How an Attorney Fills Out Letters of Conservatorship for a Limited Conservatorship of the Person
zhlédnutí 3,6KPřed 4 lety
Attorney Grant A. Toeppen shows how he fills out Letters of Conservatorship for a Limited Conservatorship of the Person for a California Conservatorship. The Letters of Conservatorship are required by medical institutions, financial institutions, and other entities if you are making decisions for a developmentally disabled individual who is over the age of 18. It is a good idea to have the Lett...
How an Attorney Fills Out a Petition for Appointment for Limited Conservator of the Person (CA)
zhlédnutí 15KPřed 4 lety
Do you have a developmentally disabled individual in your life? If so, this video could be very important for you. It shows you how an attorney fills out a petition for a limited conservatorship of the person only. Once an individual reaches age 18 in California, they are presumed to have legal capacity. Many parents of developmentally disabled children are shocked to learn that once their chil...
Avoiding Probate: How to Fill Out a California Small Estate Affidavit
zhlédnutí 23KPřed 4 lety
In some situations, probate can be avoided in California with a Small Estate Affidavit. Manteca and Livermore based attorney Grant A. Toeppen of Advance Planning, A Law Corporation, shows you how he fills out this Affidavit. Nothing in this video is meant to be construed as legal advice. I will provide links to the escalation process I use and to a template letter to be used in this situation s...
Manteca and Livermore Estate Planning Attorney Grant A. Toeppen Describes Limited Conservatorships
zhlédnutí 283Před 5 lety
Estate Planning and Probate Attorney Grant A. Toeppen discusses the basics of limited conservatorships. Advance Planning, A Law Corporation is an estate planning and probate law firm based in Manteca, California. We serve all of California, but primarily focus on the San Joaquin Valley, including Tracy, Stockton, Lodi, Modesto, Escalon, Salida, Ripon, Manteca, and Lathrop. Nothing in this video...
Manteca and Livermore Living Trust Attorney Grant A. Toeppen Describes Estate Planning Basics
zhlédnutí 910Před 5 lety
You can learn more here: www.advanceplanninglaw.com A brief overview of the common goals and techniques of estate planning given by attorney Grant A. Toeppen. He the sole proprietor of Advance Planning, A Law Corporation, based in Manteca, California. Topics include the importance of living trusts and powers of attorney, the probate of decedent's estates, and conservatorships. Avoiding these co...
have everthing filed out except for GC111 can you do a video on this
THANK YOU Your videos we're very helpful in helping me get conservatorship of my son I appreciate them so much thank you thank you thank you 🙏🏾
Thank you so much for this invaluable information
Very helpful!! How do I avoid having a sibling if the deceased didn't want one of the siblings to have any part of this? Would POA work still at this point? Or is that void after the person passed away? Really struggling with having to name all names specially when that person punched the father in the face and broke his nose and hurt him blaha blah
thanks for making this tutorial video. On the very first box, with options A, B, and C, what should I choose if the proposed conservatee is a 17 years old girl with autism, and severe developmental disabilities? Doctor is agree with me to choose C only. Thanks for your feedback!
You are an amazing man , I can't thank you enough for this
Thank you so much for this video. ❤
My father died in Poland but is a resident of California. Can I still use this form?
Really helpful video walk through
This is online, but can i do paper form?
thank you for your help but they have changed the form for 2024 i know it is a big ask but do you think you could do a run through of the new form
Very helpful information. 😊 Thank you so much! Blessings!!
Life saver, thank you!
I have a question the part where it ask anyone in your home have a caseworker we have a child in guardianship from child protective services do I put that in there for that spot?
I have a question on the part of do we have a caseworker for a child we have from Cps do we say we have that child in the request and do I put it everything
You have no idea how much you have helped me out by making this video... All i need basically was someone to translate and help on what i need to write on the affidavit. ❤❤❤
What if there is a Last Will and Testament and the estate is under $ 184,000? What if there is a Last Will with 2 Executors and not all the Executors agree to use the Small Estates Affidavit? Must the Small Estate's Affidavit comply with the directions of the Last Will? In other words, if there is a Last Will, can the person signing the Small Estates Affidavit give the money/assets out in violation of the terms of the Last Will?
When is this actually filed ? After court?
Thank you. Can you please explain how to write an attachment for #31 and #33
First, thank you! This is so helpful. How do I see the documents you are referring to such as filling out 1H and 1J? It sounds like you are displaying a separate document but all I can see is the form you are filling out.
And living trust videos?
Helpful!!!! But do u have videos fillinf out for conservatorshp of person and estate
I wish i would have seen this prior to filing . I had a paralegal help me with the paperwork, she filed the 001 form but not the 002 or 003 forms. Now trying to file these forms to get a $3,000 court appointment attorney fee waived🙄
Why are we looking at a document that DOES NOT read AFFIDAVIT OF SMALL ESTATE?? CONFUSING...
Small property means small estate
Easy to understand! thank you!
Hi Grant, would firearms be listed on this form?
I know to some people it seems dumb, but when you are dyslexic and you need to help the family as the eldest, This helped so much. And I can just replay stuff over and over, now ill never forget.
you rock helping me fill out this horrible form.
Where Can I get this form?
How come the banks are hesitant to helping you deposit or open estate account when the life insurance check is below 166 Grande
Thank you for the info. I have question about #7 on the affidavit. If 4 adult children are the successors, do they all have to be listed and sign the form? Or can 1 or 2 of them sign and then divide the $ evenly from the account? Is there a preferred way to handle? since we do not all live close by, it would be difficult to have all 4 adult children sign this form.
It was NOT ez finding your help video.
This is so extremely helpful, especially since my adult TBI son, has no income as he suffered his brain injury in 1988, when still a student in college. There has been increased decline in the past 2 years, requiring my needing to apply for Conservatorship to ensure his safety. Your videos have saved us thousands of dollars. Thank you.
Be cautious. The court may not rule in your favor and appoint a public guardian. You don't need permission from a court to help your son make decisions. You already have permission. They should not have a say.
Hi Grant, my cousin past away he was also my roomate and his mom and brother are in Mexico! I went to Chase bank and they gave me the forms from the video however they don't explain anything! I'm i able to claim access to his bank account being his Cousin and roomate with this forms?? His mom (my aunt) his brother and my even my mother all agree that i should claim bank account access but i just don't know if its legal for me since my cousins mom (my aunt) is a live however she is in Mexico. If you can please reply (Not legal advice obviously) just write an opinion i appriciated. Thank you :)
Thank You!!!
Thank you so much!
Great video. Your information was very helpful.
Thank You! This was a fantastic video. These forms are quite overwhelming. Is there another video that specifically shows the GC-130 attachments as you went through them or did I just miss it? The video seemed to stay focused on the GC-130 form iteslf.
I filed in pro per and made some mistakes. These videos helped me to correct my errors and understand which powers to request and how. I feel more confident in my amended filing. Thank you very much for this video series!
Grant, this was amazing and helped us so much! Knowing which boxes to check and why is at times very confusing, but you have made it simple by walking us through the process of filling out the form. We can't thank you enough!
Thank you!!!! 😢 I am so appreciative of your video. From a low income mom fighting for her child’s well being. We thank you!
Or if you didn't have a trust or a will
Thanks so much for your information I have a question ? if you're doing a spousal petition which category would this go in? Or if you have completed a spousal petition.
Toda rabá!! ( thank you very much)!! shalom . 🤓🤗
Excellent information. You're very generous and helpful. I am working on the documentation for my younger brother who is challenged and will be able to submit it, because I found your channel. Thank you!
Wonderful information. I hope one day you can help those of us objecting to an ex parte petition. It seems unfair when there's recorded evidence that the appointed Court Attorney has made up her mind who should prevail (petitioner or objector) before receiving the Private Investigator's report (especially with all the evidence we provided in the one day we were given prior to the deadline to object). Anyone who has information on this subject, please help!
hi where can I find the 2019 forms?
Thanks so much! This video is priceless with families with kids with special needs!
Hello, hope all I well. I was wondering if you can do a video on how to fill out form gc-255 petition for termination of guardianship.
Do I need to be a legal executor when filling out a small affidavit?