Liza Hanks, Estate Planning Attorney


Liza Hanks is the founder and owner of FamilyWorks Estate Planning, a law firm with offices in Campbell and Los Altos, California, that specializes in creating affordable estate plans for families of all ages.

She's also the author of The Busy Family's Guide to Estate Planning (Nolo, 2007) and taught estate planning and taxation at Santa Clara University Law School from 2003 to 2006. She's a 1996 graduate of Stanford Law School, a former magazine editor, and the mother of two children, ages 12 and 6. In 2001, she left a large Silicon Valley law firm to start a practice that makes a positive difference to children and families.


Recently Published on Caring.com

How can I ensure annuity protection when seeking Medicaid coverage? — Oct 01, 2009
How can I ensure annuity protection when seeking Medicaid coverage? I am an only child and both my parents are living and reside in Virginia. In 2003, after my mother had ...
Who pays taxes after receiving money from trust? — Sep 30, 2009
Who pays tax on the money you receive from an estate in trust, the individual for whom the money is intended, or the person that accepts the money on his or her behalf?&nbs...
Are family corporations a good or bad idea? — Sep 17, 2009
Are family corporations a good way to protect assets and shelter from taxes? Years ago, my parents set up a corporation for their assets and my sisters and I have shares in...
Whose Social Security Number goes on an irrevocable trust? — Sep 17, 2009
When you set up an irrevocable trust and you need a checking account, whose Social Security Number goes on the checking account if it will be in the name of the irrevocable...
Should I put my parent's home in trust? — Sep 14, 2009
Is it wise to put a widowed elderly parent's home in trust?
What can I do to get money from a trust fund? — Sep 12, 2009
A trust fund was left to my two brothers, two sisters, and me. Three of the siblings received money from the trust, but one brother and I did not because we both have move...
How can property be deeded after a death? Do you need probate? — Sep 12, 2009
How can property be deeded after a death? My ex-husband died in 2005. My divorce papers from 1994 state: "The Husband agrees to Quit Claim his interest in the propert...
Is it legal to distribute funds from a joint checking account after death? — Aug 13, 2009
My neighbor asked me to be a partner on his checking account. I typed up a document stating what he wanted and had him sign it; I signed and had a witness sign, too. We wen...
How do I go about changing the beneficiary on an irrevocable trust? — Feb 16, 2009
In legal jargon, it’s the trustee, who is charged with managing the trust assets, who is generally also responsible for providing information about the transactions. ...
What legal recourse do I have with my drug abuser/alcoholic brother who has POA for our mother before he manages to go through my mothers money? — Feb 16, 2009
If you do have a valid power of attorney, make sure that your brother does not have access to your mother's assets. Remove cash and valuables from the house; make sure the ...