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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? ...


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...


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...


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...


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...


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...


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....


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...


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...


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...


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....


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...


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...


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...


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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