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Some pages on this website may reference laws or legal interpretations that are no longer current. Laws change, courts interpret them differently, and every case is unique. The information provided here is for general educational purposes only and is not a substitute for legal advice about your specific situation.
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CalPers Special Power of Attorney

Approval, confirmation and affirmation!  We all like these things, right?  For years I have encouraged clients to get “bank” or “special” powers of attorney for assets that are not a part of their trust. This includes Calpers which has benefits not a part of the living trust. I recently received notice from a large law firm referral company of the importance of recommending to California state workers to get special powers of attorney. I agree!  This should be a part of your estate plan! Here’s a LINK.

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