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Modern Estate Planning for Modern Families

Modern life is complicated, from blended families, and loved ones with special needs, to the need for long-term care. The "traditional" estate plan, which focuses on planning for death and avoiding taxes, just doesn't cut it anymore.
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Navigating Special Needs Planning

Special people need special planning.We understand that Public benefits are a lifeline for many people with special needs or disabilities, and an inheritance or settlement that is not properly handled can jeopardize eligibility. Let us help you navigate this journey to make sure your child is taken care of.
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The Impact of Aging and Long-Term Care for You & Your Loved Ones

Older people have unique legal needs—and we understand the importance of making wise decisions and will take the time to get to know you, your family, your financial situation, your personal needs and your concerns about the future. Our firm’s unique focus on Elder Law, including Medi-Cal Planning and VA Aid & Attendance benefits, will help you find the right legal and senior care solutions for or a loved one facing aging and long-term care issues.
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Handling a Loved One's Estate

We understand the loss of a loved one is hard, and we are here to make the process easier for you. Whether it’s walking you through probate, administering a trust, or even a conservatorship, we handle all aspects of administration during incapacity or after death.
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Join Heather for Our Next Webinar

This educational webinar is designed for licensed attorneys and members of the public who want to know more about elder law planning and the Veterans Administration Aid & Attendance program. We will explore and dispel myths surrounding this underutilized and misunderstood program, eligibility requirements, and planning strategies to help those who qualify.

The cost of long-term care can financially devastate families. With costs averaging between $3,500 to $18,000 per month, it’s not uncommon for families to go through their entire life savings during the first three years of care. Thankfully, there may be some help for those who served our country during wartime.

The Veterans Administration offers a 3-tiered, tax-free benefit for wartime veterans and their spouses who need financial assistance or help covering the costs associated with long-term care. This includes as at-home care, assisted living, nursing home expenses, and unreimbursed medical expenses.

Unfortunately, working with the VA and accessing Aid & Attendance benefits can be difficult and frustrating. There’s a good chance that if you do it alone, you won’t qualify. Many veterans are turned away because they (and sometimes the VA) do not understand the VA’s rules or how to meet the VA’s asset and income requirements.

In this presentation, Heather Chubb will elucidate what legal practitioners should know to better serve their clients, who served our nation.

After you purchase this webinar, you will receive an email message from our Training Coordinator with a link to Demio, the Law Library’s webinar platform. You will log into Demio using your name, California State BAR number (if you do not have a BAR # put N/A) and email address to register into the live webinar.

Paid reservations must be received by April 27, 2021, two-days prior to the event on April 29, 2021.Cancellation of the event must be submitted 48-hours before start time for this webinar. Please see our Terms & Condition and the “48-hour Cancellation Policy” for further details.

**This webinar qualifies for 1-hour of “participatory” MCLE credit. The Sacramento County Public Law Library, provider #11100, certifies that this event conforms to the standards approved for educational activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education [Rule 2.7.5].

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We Help Modern Families Navigate the Complicated Path to the Plan & Benefits Your Family Deserves

We believe in persistence, trust, and relationships. We help protect the people and things you love through caring, thorough, and ongoing wealth and legacy planning.
Elder Planning for Aging Parents
Negotiating the intricacies and pitfalls of long-term care planning, including using government benefits (Medi-Cal and Veterans Administration)
Elder Care & Planning for Aging Parents
Families With Special Needs Loved Ones
Seeking to provide protection and resources without jeopardizing eligibility for critical public benefits (SSI, Medi-Cal, etc.)
Planning for Special Needs Children
[Free Resource]

California Advance Healthcare Directive

A comprehensive healthcare directive not only spells out your preferences for medical and end-of-life care (including your wishes regarding ventilation, feeding tubes, resuscitation, nursing home care, etc.), but this document also allows you to appoint a person you trust to make decisions and communicate with doctors if you are unable.

If you don’t already have a healthcare directive created as part of your estate plan, you can download this important legal document free of charge by filling out this form below:

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Our Practice

We’re passionate about our work, and we know how important it is to develop and implement a plan that takes care of you and your loved ones in all stages of life.

Heather R. Chubb is a California-based Life Transitions Lawyer who will help you make the best legal decisions for you and your family. While traditional estate plans are designed with just financial wealth in mind, the Chubb Law Firm team helps create modern estate plans that transfer whole family wealth – a legacy that includes your financial, intellectual, spiritual and human assets.

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Amazing law firm. Really nice people.

Blog Updates

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Free Resources

Upcoming Educational Events

April 29, 2021

Planning For Wartime Veterans: Aid & Attendance Benefits, What Don't You Know

March 10, 2021

Lunch and Learn: 5 Steps for Peace of Mind After a Loved One Dies

January 13, 2021

Lunch & Learn: 5 Modern Estate Planning Tips to Protect you and Your Loved Ones

February 17, 2021

Lunch and Learn: Special Needs Planning - Protecting Your New Adult



Amazing law firm. Really nice people.

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4-Elder Care Matters