Category: Trust Litigation
Will and trust fraud is a serious crime that can have severe repercussions, including the creation and use of a fraudulent will. This act compromises the integrity of these estate planning documents. Worse yet, it jeopardizes the entire estate. If
Wills and trusts are complicated but essential estate planning instruments. While setting up a will and trust is a complex endeavor in and of itself, administering and executing them is just as complicated and requires the expertise of a premier
If a loved one recently passed away, you are likely facing many times where you don’t know what’s next. Unfortunately, trusts can sometimes compound these emotions, especially when they don’t make sense and may be invalid. Still, it takes more
A trust is an essential legal instrument intended to preserve one’s estate and ensure it is managed per their wishes when one can no longer manage it themselves. However, these instruments are not always legally viable. Sundry situations can invalidate
When creating a living trust, one must adhere to a specific process to ensure it is legally binding. Failing to draft a document per the trust law invalidates it. If you suspect a trustor did not set up a trust
How are trustee fees calculated? Trustees play a critical role in trust administration. In California, trustee fees can vary based on the type of trustee appointed and the terms of the trust. Importantly, under California Probate Code § 15681, trustees
Deciding between a will and trust can be daunting, but this decision has a far-reaching impact on your life and those you love most. Understanding the nuances that differentiate them is crucial to establishing an optimal estate plan. The debate
Are you in the midst of appointing a trustee? If so, you’ve likely considered hiring an institution to administer your trust assets. These corporate trustees are known for using fee schedules to manage their payments, as opposed to private and
Changes in life may also require changes to trusts. For example, when couples marry or divorce, they may wish to change their distributions so that their spouse or ex-spouse is or is not a beneficiary. Making changes to a trust
Has your trustee neglected their accounting duties, or simply refuses to carry them out? If so, don’t panic – there’s a set legal process for retrieving accounting for your trust, as well as if your trustee has improperly taken what