Category: Trusts

If you’re considering incorporating a trust into your estate plan, you may be drawn to its potential for asset protection. After all, the idea of safeguarding your hard-earned assets from future creditors can provide significant peace of mind. However, it is important to understand the implications regarding debt liabilities...

As circumstances evolve, so too may the needs and intentions behind a trust. In California, the process of modifying or reforming a trust involves careful consideration of various legal avenues and requirements. At OC Trial Group, APC, we understand the complexities of trust law and are here to guide you through the...

Irrevocable Trust Explained An irrevocable trust is a legal arrangement that, once established, stands as a permanent fixture in estate planning. The defining feature of this type of trust is its immutability; once the grantor, the individual who creates the trust, transfers assets into an irrevocable trust,...

Property disputes often arise during trust and probate litigation, causing delays in beneficiaries claiming their rightful inheritances. Fortunately, California’s Probate Code Section 850 provides a legal avenue for a trustee or beneficiary to seek a determination regarding the ownership of property which should be part of the decedent’s trust or estate. Among the frequently...

Investing in real estate is a widely favored and financially rewarding path toward accumulating and protecting wealth and securing long-term financial stability. However, like any investment, real estate carries inherent risks, including legal and financial liabilities. Protecting your investments is paramount in California, where real estate values can be significant. One effective...