Legal Advice

March 20, 2020
March 20, 2020
Categories

Ability of Disinherited Beneficiaries to Challenge A Trust – Part 2

A critical issue at the beginning of any matter in Estate or Trust litigation is determining whether the party who wishes to challenge the estate has the standing (meaning the legal right) to sue. The courts and the Probate code impose limits on who has the ability to sue to […]
Do you like it?0
Read more
March 12, 2020
March 12, 2020
Categories

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 […]
Do you like it?0
Read more
March 5, 2020
March 5, 2020
Categories

Powers of Attorney in California

Many people are aware of the importance of wills and trusts in the context of Estate Planning; however, an often overlooked document is the Power of Attorney. A Power of Attorney or “POA” is especially important in the context of incapacity planning. In California, the legislature has created standard forms […]
Do you like it?0
Read more
February 28, 2020
February 28, 2020
Categories

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, […]
Do you like it?0
Read more