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Los Angeles Probate, Estate & Tax Blog
Recent developments in Probate, Estate and Tax Law.
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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....
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...
Guide to Selling a House in California When Co-Owners Are in Conflict
Co-owning a property can offer numerous benefits, but it can also present challenges—especially when it comes to deciding whether to sell...
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...
A Guide to Small Estate Affidavits in California Estate Administration
When a loved one passes away, managing their estate can be a complex and overwhelming process. However, California law provides a...
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...
California Guardianship: How to Become the Legal Guardian of a Child
Becoming a legal guardian for a child in California is a significant responsibility. It grants the guardian legal authority to make...
Guide to Jurisdiction Under the California Conservatorship Jurisdiction Act
When it comes to conservatorships, the question of which state has the authority (or jurisdiction) to appoint a conservator can be...
California’s Grandparent-Grandchild Reassessment Exclusion: What Families Should Know
In California, property taxes are calculated based on the assessed value of the property, and this value can increase significantly upon...
A Guide to Protecting Vulnerable Persons Against Undue Influence in California
In California, vulnerable individuals such as the elderly, disabled, or those suffering from mental illness are particularly susceptible...
What Executors Must Disclose to Beneficiaries of a Will in California
Serving as an executor of a will in California is a significant responsibility. The executor is tasked with managing the deceased...
Common Issues Among California Will Beneficiaries and Drafting Solutions
Creating a will in California is one of the most important steps an individual can take to ensure their assets are distributed according...
Guide To Spousal Undue Influence in California Probate and Estate Planning
Estate planning is an essential process that allows individuals to control how their assets are distributed after they pass away....
Guide to California Probate Estates: Understanding Rights After a Parent Dies
The death of a parent is an emotionally challenging time, and the legal processes that follow can add additional stress. Understanding...
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