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Posts
Articles
Estate Planning
- When Should You Update Your Estate Plan?
- Understanding the Deceased Spouse’s Unused Exclusion Amount in Estate Planning
- What Happens If You Leave Your Spouse Out of the Will?
- What to Bring to Your Meeting with Your Estate Planning Attorney
- Integrating Your Business and Rental Property Into Your Estate Plan
- Should You Be Gifting Assets During Your Life?
Financial Elder Abuse
Firm News
Probate
- Planning for Probate or Probate Avoidance
- Understanding Intestate Succession: Who Inherits the Decedent’s Estate in California
- Understanding Probate Requirements for Surviving Spouses in California
- How To Get Double Damages Under Probate Code § 859
- Signs of Undue Influence in Elderly Probate Cases: Insights from Probate Litigation Attorneys
Property Disputes
Trust & Estate Administration
- What Duties Does a Trustee Have with Regard to Taxes?
- Choosing a Trustee: Factors to Consider
- Trustee Compensation in California: Factors to Consider
- The Importance of Transparency During Trust Administration
- Trustee Fiduciary Duties
- Common Breaches of Trustee Duties During Trust and Estate Administration in California
- Understanding the Scope of No Contest Clauses in California: When and How Do They Apply?
- Understanding the Trustee’s Duties: Enforcing, Defending, or Compromising Claims in California
- When Does a California Trustee Have to Provide Formal Notice Under Probate Code Section 16061.7?
- Avoiding Common Pitfalls: Top 10 Mistakes Made by California Trustees During Trust Administration
- Counseling Trustees With Accounting Duties
- The Role of the Trustee: Responsibilities and Duties in California
Trust & Estate Litigation
- Defending Breach of Fiduciary Duty Claims in Orange County
- Common Reasons for Estate Litigation
- Should You Mediate Your Inheritance Dispute?
- How Can a Trustee Protect Themselves?
- Understanding Anti-SLAPP Motions
- Addressing Abuse of Power: What to Do When an Agent Misuses Power of Attorney
- How Long Does It Take to Resolve a Trust or Will Dispute in California?
- What Happens if a Trust or Will is Successfully Contested in California?
- How Do I Start the Process of Contesting a Trust or Will in California?
- How Long Do I Have to Contest a Trust or Will in California?
- What Are Common Grounds for Contesting a Trust or Will in California?
- Who Can Contest a Trust or Will in California?
- How Does a Beneficiary Violate a No Contest Clause Included in a Trust?
- Trust and Estate Litigation: Defending Trustees Against Breach of Fiduciary Duty Actions in California
- Trust and Estate Fraud: Identifying and Proving Fraudulent Activities in Trust and Estate Matters
- Avoiding Estate Litigation: How a Newport Beach Estate Planning Attorney Can Help You
- How a Newport Beach Probate Lawyer Can Help You Prepare for a Trust Litigation Case
Trust Disputes
- How to Determine if a Decedent Had a Valid Trust in California
- Disputing a California Trustee’s Fees: Understanding Your Options
- Can a Trustee Be Liable for a Third Party’s Actions?
- Can I Avoid a Trust or Will Dispute in California?
- Navigating Trust Disputes in California: How a Newport Beach Trust Attorney Can Guide You in Bringing or Defending a Trust Dispute
Trustee Defense
- Common Defenses for Trustees in Estate Disputes
- Dealing with Creditor Claims as a California Trustee
- Defending Litigation: Can a Trustee Utilize Trust and Estate Funds?
- Pitfalls Trustees Should Watch Out For When Transferring Trust Property Out of a Trust
- Defending a Trustee Against Removal and Surcharge Action: Strategies and Considerations
Trustee Removal
- Ensuring Accountability: How to Hold a Trustee Accountable
- California Trustee Defense Strategies in Removal Actions: Understanding Your Options
Trusts
- What a California Trustee Should Consider When Determining Compensation
- Choosing a Trustee: Factors to Consider for Your Trust in California
- Do You Need a Trust Protector in California?
- Why You Should Consider Creating a Trust
- Can Creditors Go After a Trust?
- California Procedure to Modify or Reform the Trust
- Understanding the Key Differences Between Irrevocable and Revocable Trusts
- Understanding 850 Petition for Return of Trust Property
- Protecting Your Real Estate Investments with an Irrevocable Trust in California
Will Disputes
- Determining Whether a Decedent Had a Valid Will in California
- Challenging a Will in California: When Probate Litigation Becomes Necessary
Wills