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Los Angeles Probate, Estate & Tax Blog
Recent developments in Probate, Estate and Tax Law.
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How to Revoke a Trust in California: Complete Legal Guide
The Quick Answer: Use Signed Writing and Follow the Trust’s Specific Instructions. In California, if you want to revoke a revocable...
How to Obtain Financial Information About Trust Assets in California
Trust Financial Information The Quick Answer: California Law Gives Beneficiaries the Right to Trust Accountings and Financial...
The Dangers of Texts and Emails in Your Trust Litigation Case!
The Quick Answer: Anything You Say in Writing Can—and Often Will—Be Used Against You In California trust litigation, texts and emails are...
How Bypass Trusts Differ from Survivor’s Trusts in California: Key Differences Explained
The Quick Answer: A Bypass Trust Locks in Tax Benefits for the Deceased Spouse—While the Survivor’s Trust Holds the Remaining Assets for...
Trust Accounting vs. Trust Information: Which Is Better?
The Quick Answer: A Formal Trust Accounting Offers More Protection for Beneficiaries Than General Trust “Information” If you're a...
Affidavit of Successor Trustee in California: What It Is and How to Use It
When a trustee of a California trust dies, resigns, or becomes incapacitated, the next named trustee must step in. But before that...
Co-Trustee Problems in California: Common Disputes and How to Resolve Them
Naming co-trustees —often siblings or adult children—is a popular estate planning strategy meant to foster collaboration and shared...
Successor Trustee Step-by-Step Checklist for 2025 in California
Serving as a successor trustee in California is both an honor and a legal responsibility. When the creator of a trust (the “settlor”)...
5 Essential Tips to Avoid Trust Contests and Disputes in California
Creating a revocable living trust is one of the most effective ways to transfer your assets without going through probate. But even a...
Who Are the Parties in a California Estate? Roles and Responsibilities Explained
When someone passes away, their estate becomes the legal entity responsible for handling everything they owned and owed. But who exactly...
The Complete Guide to California Probate Code 850 and Heggstad Petitions
When administering a trust in California, one of the biggest surprises can be discovering that an asset—such as a home or investment...
What Is Homestead Protection in California Probate Law? Rights and Exemptions Explained
When a loved one passes away, their home is often one of the most significant and emotionally valuable assets in their estate. In...
Can You Appeal a Probate Court Decision in California? Process, Grounds, and Deadlines
California probate court handles some of life’s most sensitive legal matters—disputes over wills, trusts, and the administration of...
What Happens If You Lose a Probate Court Appeal in California? Legal Options and Next Steps
Appealing a probate court decision in California is not easy—and it’s not without risk. If you’ve filed an appeal in a trust or estate...
Can You Remove or Expunge a Lis Pendens in California? Process and Legal Requirements
If you’re involved in a California real estate or probate dispute, you may encounter a legal term that can cloud title and block...
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