She sees what happens after families guess, which is why her section of the night is the one about protecting yourself first.
Trusts and Probate Attorney, Soojin Kim Law PC
Soojin practices trusts and probate law in El Dorado Hills. Her clients are usually parents and grandparents, and the observation that opens this seminar came from her practice: the adult children do not want the house they grew up in. They have already put down roots somewhere else, near their own jobs and their own children.
What those families need is a way to move the value of the house across town without triggering a reassessment, without creating a tax problem, and without a document that says something different from what everyone remembers agreeing to.
She also delivers the hardest part of the night, and asked to. Never gift, lend, or pledge money you may need for your own retirement or long-term care. In her practice she sees what happens when that rule gets skipped, and she would rather a room of two hundred people hear it from her than learn it the other way.
One hour, free, in Folsom. Soojin takes questions from the room, and answers anything we do not get to by email within two days.