Tag: consisting of a pair of cases consolidated into one ruling
The probate process was established in order to prove the validity of wills and other estate documents, as well as distribute a person’s assets after death if they do not have a trust. California’s Probate Code guides the process of determining
There are a number of disappointing scenarios which require a trust litigation attorney: Maybe your trustee has been lazy in administering the trust; the trust might be ambiguous or have certain errors; ownership of property may not be clear; assets
The probate court process can be tricky to understand, especially without the guidance of an experienced probate attorney. One of the most confusing factors is the difference between probate and non-probate property, and how both types of assets are distributed
New changes to gift and estate taxes are going into effect in 2022, boosting the official estate and gift tax exemption to $12.06 million per person for deaths throughout the year. This is up from the $11.7 million tax exemption
A Last Will and Testament may be one of the most important documents created to preserve your goals after death. Without one, your preferences of how your money, property and personal items are given away will be ignored. Instead, your
Passing away without a will and trust has several potential outcomes, often varying by state. These laws can get awfully complex – especially in California. Ensure that your assets are distributed according to your own judgment rather than a default
Stepping in as a trustee may be an emotionally draining transition, as well as a confusing. Taking over management of a living trust is often abrupt, throwing a new trustees into a role without the necessary knowledge. Living trusts, or
Trust administration is a necessary yet overwhelming responsibility on top of mourning the loss of a loved one. The emotions of a loved one’s passing are already tough and now you have a stack of legally binding trustee responsibilities. On
Probate litigation can be a long and arduous process depending on the nature of the case and who is involved. There are often multiple stakeholders on any given dispute, and sometimes the court process can outlive even the plaintiff. So
In a perfect world, money-hungry telemarketers and scam artists would treat the elderly with deserving respect. Sadly, as the world is far from perfect, financial elder abuse is a very real and heartbreaking component of trust and probate law. Consider