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Los Angeles Probate, Estate & Tax Blog
Recent developments in Probate, Estate and Tax Law.
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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...
Can You Sell Stock Held in a Trust After Death in California? Rules and Process Explained
When someone passes away, their trust may include a wide range of assets, including publicly traded stocks, mutual funds, or private...
How to Compel a Trustee to Perform Their Duties in California: Legal Steps and Remedies
When a loved one creates a trust, they expect the trustee to carry out their wishes and manage the trust responsibly. Unfortunately, not...
How Does a Living Trust Work in California?
A living trust is one of the most powerful tools in California estate planning. It allows you to maintain control over your assets...
How a Pour Over Will works with the Living Trust
A pour-over will and a living trust are two pivotal components of a comprehensive estate plan. When used together, they ensure that...
List of Assets That Can (And Cannot) Go Into a California Revocable Trust
Setting up a revocable living trust is one of the most effective ways to avoid California probate and ensure a smooth transition of...
How often do I need to update the terms of my trust?
Creating a revocable living trust is one of the most effective ways to protect your assets, avoid probate, and ensure your wishes are...
Can a California Trust Hide Your Identity & Assets?
Privacy is a major concern for individuals seeking to protect their wealth and maintain discretion over their financial affairs. Many...
How to Take a Trustee Fee in California?
Serving as a trustee in California comes with significant responsibilities, including managing trust assets, distributing funds to...
Does a Marriage Override a Trust in California?
we’ll explore how California law treats trusts when marriage occurs and what steps you should take to ensure your estate plan aligns...
How to Find Out if a Trust Exists and What to Do With It?
A trust is an essential estate planning tool used to manage and distribute assets. If you suspect that a trust exists but don’t know how...
When the Grantor Dies, What Happens to an Irrevocable Trust?
An irrevocable trust is a powerful estate planning tool that provides asset protection, tax benefits, and control over how assets are...
What is a Conflict of Interest Between a Trustee and Beneficiary in California?
A trustee has a fiduciary duty to act in the best interests of the beneficiaries and administer the trust according to its terms....
Do Trustees Get Paid in California?
Trustees play a crucial role in managing and distributing trust assets in accordance with the trustor’s wishes. Given the...
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