Moravec Varga & Mooney

Short Answer Outdated living trusts often fail because life changes faster than the paperwork. The passage of time creates gaps that invite disputes, tax surprises, and accidental disinheritance. If your living trust is 10 years old (or a living trust is 20 years old), treat it as a red flag: plan for five-year revisions, review document language, confirm funding, and update trust terms so your current goals and beneficiaries stay protected. Introduction: A Living Trust Is No

Managing a trust involves more than simply following instructions in a legal document—it requires precision, responsibility, and...

Introduction One of the most frequent questions families face after the passing of a loved one is: Can a spouse change a trust after...

Introduction When it comes to asset protection and estate planning, two prominent tools often come up: the Limited Liability Company...

Short Answer: To set up an LLC with a trust, you’ll either (1) create a new LLC with your trust listed as the member or (2) transfer...

📌 Quick Answer: A third party special needs trust (SNT) is an estate planning tool used to hold and manage assets for a person with...

The Quick Answer: You Can Sue a Trustee for Breach of Fiduciary Duty, Mismanagement, Self-Dealing, Failure to Account, or Improper...

The Quick Answer: Bring Documents, Be Honest, and Focus on Your Goals To get the most out of a free consultation as a trust beneficiary,...

The Quick Answer: Property Deeds Are Public Records—And They Can Be Crucial Evidence in Trust Disputes If you’re involved in a trust...

The Quick Answer: Use Signed Writing and Follow the Trust’s Specific Instructions. In California, if you want to revoke a revocable...

Trust Financial Information The Quick Answer: California Law Gives Beneficiaries the Right to Trust Accountings and Financial...

The Quick Answer: Anything You Say in Writing Can—and Often Will—Be Used Against You In California trust litigation, texts and emails are...

The Quick Answer: A Bypass Trust Locks in Tax Benefits for the Deceased Spouse—While the Survivor’s Trust Holds the Remaining Assets for...

The Quick Answer: A Formal Trust Accounting Offers More Protection for Beneficiaries Than General Trust “Information” If you're a...

When a trustee of a California trust dies, resigns, or becomes incapacitated, the next named trustee must step in. But before that...