How Can I Start Estate Planning?

Estate planning is an important process that many people may not be familiar with, or may be intimidated to begin preparing for. Estate planning is the process of documentation that you arrange to protect your property and assets in the … Read More

What Is The Process Of Preparing My Will?

Preparing a will might seem like a daunting task, but it’s an important factor in planning your estate and making sure all of your properties and belongings are accounted for. There’s different types of wills you can write, and there … Read More

What Is Trust Litigation?

When Is Estate or Trust Litigation Necessary? Probate and trust litigation are fostered by the basic forces of death, greed, familial hostility, and the success of medical technology in prolonging life beyond the patience of their heirs. Disputes regarding the … Read More

Undue Influence

What Is Undue Influence in Trust Litigation? Probate Code Section 15610.70 defines Undue Influence as: (a) “Undue influence” means excessive persuasion that causes another person to act or refrain from acting by overcoming that person’s free will, and results in … Read More

Trustee’s Responsibilities

What Are a Trustee’s Responsibilities? There are many duties that a Trustee is responsible for once the Grantor has established the trust and falls ill. At Incapacity of Grantor, the Trustee Must: Oversee care of Incapacitated Grantor. Understand insurance benefits … Read More

Ineffective Successor Trustee

What Is an Ineffective Successor Trustee? A Successor Trustee is named to step in and manage the trust when the Trustee is no longer able to continue (usually due to incapacity or death). Typically, several are named in succession in … Read More

Tax Reform

TAXES – WHAT WILL NEXT YEAR BRING? As most of us know, the Republicans in the US Congress, comprising the House of Representatives and the Senate, are now discussing our future Tax “opportunities.”   No, you did not miss the memo, … Read More

Tax Reform – Part 2

Tax Cuts and Jobs Act As previously discussed, the Republicans in both the House and Senate have released their versions of the Tax Cuts and Jobs Act (TCJA).  Just as in the Estate Planning portion, each of their versions of … Read More