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Los Angeles Probate, Estate & Tax Blog
Recent developments in Probate, Estate and Tax Law.
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Who Owns the Property in an Irrevocable Trust?
When a property is placed into an irrevocable trust , one of the most common questions that arises is: Who actually owns the property? ...
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How Do You Resolve a Breach of Trust?
A breach of trust occurs when a trustee fails to fulfill their fiduciary duties, whether through mismanagement, misconduct, or...
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Good Trust vs. Bad Trust: How to Tell the Difference
When it comes to estate planning, trusts are an essential tool for protecting assets, minimizing taxes, and ensuring a smooth transition...
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Is My California AB Trust Obsolete? Should I Replace My AB Trust?
Example of a trusts & wills document in California Many Californians established AB trusts (also known as bypass trusts) to minimize...
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Why a Dynasty Trust Is Not Just for the Super Rich!
When most people hear the term "dynasty trust," they often assume it’s a tool reserved for billionaires looking to shield their wealth...
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What is a Revocable Living Trust? (Ultimate Guide)
A revocable living trust  is a legal arrangement that allows you to manage your assets during your lifetime and specify their...
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How Long Can a Beneficiary Live in a Trust Property in California?
When a property is held in trust in California, beneficiaries often have questions about their rights to live in or use the property....
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What to do when a Sibling contests a California Trust?
Dealing with disputes over a trust can be emotionally and legally complex, especially when the conflict involves a sibling. In...
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Setting Up a Living Trust in California: Complete Step-by-Step Guide
Example of a trusts & wills document in California Setting up a living trust is a powerful way to protect your assets, avoid probate, and...
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Do I Need a Lawyer to Set Up a Trust in California? Explained
Setting up a trust is a valuable step in estate planning, helping to protect your assets, avoid probate, and control the distribution of...
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California Trustee Spending Guidelines: What Every Trustee Should Know
In California, trustees play a vital role in managing trust assets and ensuring that beneficiaries receive their designated benefits....
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California Trustee Succession: A Complete Planning Guide
Estate planning is essential for protecting your assets and ensuring that your wishes are carried out after your passing. For those with...
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California Trustee Guide: Rules on Withdrawing Money from a Trust Account
Trustees play a vital role in managing and administering trusts for the benefit of the beneficiaries. In California, trustees are often...
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Understanding Trustee Responsibilities and Roles in California Trusts
When someone is appointed as a trustee in California, they assume an important legal responsibility to manage and administer the trust in...
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Special Needs Trusts in California: New Rules and Spending Guidelines Explained
Special Needs Trusts (SNTs) play a critical role in ensuring the financial security of individuals with disabilities without jeopardizing...
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