Helping Families and Businesses Plan Well…to Protect and Preserve their Assets.
Ms. Amrine graduated cum laude with a Bachelor’s degree in Business Administration from the University of Southern California. She is licensed to practice law in the state of California. The need to make a difference in the lives of others brought her to San Diego and the study of law in 2006 where she attended law school at California Western School of Law. She obtained a concentration in Elder Law focusing her course work on Estate Planning; Community Property; Estate & Gift Tax and Federal Income Taxation.
Ms. Amrine is a member of the California Advocates for Nursing Home Reform and the National Academy of Elder Law Attorneys (NAELA), and serves on the board of the Southern California chapter of NAELA. She is accredited by the Veteran’s Administration to represent clients before the VA Regional Office or the Board of Veterans’ Appeals. She currently serves as a board member at large for the San Diego Planned Giving Partnership and volunteers at the San Diego Legal Aid Society’s Conservatorship Clinic. She is regularly asked to speak on topics relating to Estate Planning, Special Needs Trusts, and Long Term Care.
As the trustee for her mother since 2001, she gained invaluable empathy for families dealing with Alzheimer’s Disease and finding the resources for proper care and support. Her personal experience allows her to identify with and best provide for her client’s needs. She is married to Dan Outcalt and has three children and one grandchild. She loves music, golf, cycling, travel, and coming home to San Diego where being outdoors with her husband, family and friends is a favorite pastime.
Areas of Practice
A professionally developed estate plan can be highly creative and tailored to meet your specific goals. If you reside in California, it is important that you consult an experienced California-licensed estate planning attorney who will ask what is most important to you and explain in detail all the options you have when it comes to creating an estate plan.
Special Needs Trusts (SNT)
A Special Needs Trust (SNT) is a type of trust designed to protect the assets of a person with a disability. It may be created by a parent, grandparent, conservator, guardian, or by the court, to receive and hold assets (such as inheritance, lawsuit settlement, or gifts). SNTs fall into two basic categories: (1) the third party SNT; and (2) the first party SNT. Within each category are various alternatives, but the basic structure is that assets are transferred into trust with a third party trustee for the benefit of the beneficiary with a disability who has no control over disbursements from the trust. The terms of the SNT directs the trustee to use the funds for the benefit of the disabled person (the beneficiary) in a way that supplements, but does not replace, public benefits such as Social Security Income (SSI) or Medi-Cal (California’s form of Medicaid).
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