A client recently presented me with the following factual situation. Her father, a California resident,... [Read more...]
Optional Claims Procedures for Trust Administration
One of the major advantages of having a living trust is that upon death, assets... [Read more...]
Use of a Special Needs Trust to Shelter an Inherited Home
I was recently asked to address the following fact situation. Mother is elderly and in... [Read more...]
Beneficiary’s Rights to Trust Copy and Accountings
Under California law, when a decedent dies and their living trust become irrevocable, the trustee... [Read more...]
Rights of a Surviving Spouse
What are the legal rights of a surviving spouse to the deceased spouse's assets where... [Read more...]
Probate of Testamentary Trust
What state laws apply to a decedent's Will? Well, it depends. First, many states have... [Read more...]
Decedent’s Credit Card Debt
I was recently asked to address the question of whether or not a surviving spouse... [Read more...]
Funding a trust
I am frequently asked what assets should not be funded into a Trust. The first... [Read more...]
Conservatorship Versus Power of Attorney
Generally, a durable power of attorney for property management is recognized as a good alternative... [Read more...]
Separate Property and Trusts Versus Prenuptial Agreements
I am frequently asked if creating a living trust prior to marriage will protect the... [Read more...]
Actions by Someone Holding a Fraudulent Power of Attorney
I was recently asked what someone should do when they suspect that the co-owner of... [Read more...]
Compelling a Conservatorship
I am frequently asked the question of how and when do family members draw a... [Read more...]
