Legal Advice

March 12, 2020
March 12, 2020
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Ability of Disinherited Beneficiaries to Challenge A Trust – Part 1

A critical issue in Trust and Estate litigation is the determining who has the ability to challenge a trust. This is especially relevant in cases where the trust-maker may have been in circumstances where there competence is at question and there are changes to a previously determined estate plan. This […]
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February 28, 2020
February 28, 2020
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How Should I Own My House? – Part 2

The decision as to how to title property has significant implications for estate planning. Title is the legal structure under which your property is owned and there are many benefits and drawbacks to the different options available to property owners here in California. In part one if this blog series, […]
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February 19, 2020
February 19, 2020
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How Should I Own My House? – Part 1

Purchasing a home, whether it be a condo, a house or a vacation property is a huge milestone for most people. While there are many things to consider in the purchase of a property, one that is sometimes overlooked is how to title the property for effective Estate Planning. Title […]
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February 14, 2020
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February 14, 2020
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Health Care Decisions for Incapacitated Adults

In an earlier blog post, we discussed the important of drafting an Advanced Health Care Directive as part of your California Estate Plan. However, one question that has arisen in the past is what occurs if there is no health care directive in place and you believe that a loved […]
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