As a Trustee, Can a Property Be Sold The trustee distributes the property, pays taxes, and performs other duties required by law or the trust document. Trustees can sell a home if this is in line with their fiduciary duty per the trust document. Call (949) 706-7300 to...
Request a Case Review Today Call us at 888-318-4430Beneficiary doesn't want to sign the release. What do I do? Trustees benefit significantly from "release." In general, the "release" clause protects the trustees against lawsuits. As a result, when it is enacted, a...
How to Get Power of Attorney and Guardianship for Incapacitated Individuals When a loved one becomes incapacitated, ensuring their well-being becomes a top priority. One of the ways to do this is by obtaining the legal authority to make decisions on their behalf. This...
What does the executor of a will do? Imagine a scenario where a loved one has passed away, and you've been named the executor of their will. Such a responsibility might leave you pondering about the exact nature of your duties. Dive in with us as we explore the...
Imperial County Trust Litigation Attorneys Hess-Verdon Protects Your Interests Hess-Verdon & Associates is California's most reliable and sophisticated trust and probate litigation firm, providing legal counsel and advice to clients with over three decades of...
DOES A BENEFICIARY HAVE THE RIGHT TO SEE THE TRUST? The California Probate Law section 16061.7 provides for the beneficiaries right to see the trust. Trustees should furnish beneficiaries and heirs with copies of the trust document. Even in states where the...
Siblings Contesting the Trust If you're considering contesting a trust, know that valid grounds include undue influence, lack of capacity, fraud, or forgery. Be aware of potential inheritance theft. Before contesting, consider an estate audit and finding witnesses....
Probate Attorney A probate attorney, also known as a probate lawyer, plays a crucial role in court as a personal representative in estate planning and legal proceedings. They can also act as a trustee. Probate lawyers specialize in the legal process in probate court...
Can an Executor Override a Beneficiary? One question often asked in estate planning and administration is: "Can an executor override a beneficiary?"Understanding the Role and Boundaries of an Executor An executor's job is critical in the execution of a will, and...
Does My Stepmom Inherit Everything? Death, inheritance, and the distribution of assets often bring about complex questions. One such concern many people express is, "does my stepmom inherit everything?" We address this query comprehensively here.The Legal Nuances of...
Misappropriation of Trust Funds by Trustee When a loved one passes away, you place a lot of trust in a trustee to manage the estate. But what happens when there is a suspicion of misappropriation of trust funds by trustee? Understanding Misappropriation of Trust Funds...
Understanding the Role of a Trust Trustee Losing a family member is always a challenging experience, and the added responsibility of managing their estate can make it even more overwhelming. This is where the role of a trust trustee comes in. What is a Trust Trustee?...
Can an Executor Override a Beneficiary? One question often asked in estate planning and administration is: "Can an executor override a beneficiary?"Understanding the Role and Boundaries of an Executor An executor's job is critical in the execution of a will, and...
Can a Trustee Revoke a Trust? Trusts and their complexities can be a daunting field to navigate. And the question, can a trustee revoke a trust?, can stir up a whirlwind of uncertainties. That's where we come in. With our over three decades of experience, Hess-Verdon...
Can an Executor Override a Beneficiary? One question often asked in estate planning and administration is: "Can an executor override a beneficiary?"Understanding the Role and Boundaries of an Executor An executor's job is critical in the execution of a will, and...
Do I Need Probate If I Am the Sole Beneficiary? Navigating through the loss of a loved one can be an emotionally draining process. While grappling with grief, questions regarding the estate left behind often arise. One such question we often hear is, "do I need...
Difference Between Trust and Beneficiary Have you ever wondered about the difference between a trust and a beneficiary? We've all been there, it can be a confusing subject. But not to worry. In this article, we’ll provide clarity, shedding light on this complex area...
Criminal Charges Against Trustee Navigating the complex waters of estate planning and trust administration? Sometimes, waves can turn into storms, particularly when you're dealing with potential criminal charges against a trustee. How do you weather this storm? Let's...
Defending Against Claims of Undue Influence When a loved one passes away, the last thing you want to face is legal complications. However, claims of undue influence can quickly add a layer of complexity to an already difficult situation. So, how do you go about...
Deceased Sibling Inheritance Understanding Inheritance Laws Inheritance laws can be intricate, and their application becomes even more complex when dealing with a deceased sibling's inheritance. Understanding the basics is crucial for ensuring the fair distribution of...
