Can a Trustee Be the Sole Beneficiary of a Trust? Losing a loved one can be challenging, and navigating the...
Topics on Trust and Estate Planning and Probate and Trust Litigation
Charitable Remainder Trust Attorneys – Hess-Verdon
Charitable Remainder Trust Attorney When setting up a charitable remainder trust, it's essential to consult with an...
Can a Beneficiary Sue a Trustee? Trust Beneficiary Rights
Can a Beneficiary Sue a Trustee? Understanding Trusts and the Roles of Beneficiaries and Trustees Before diving into...
Charitable Remainder Trust 10 Percent Rule and More
Charitable Remainder Trust 10 Percent Rule Each contribution to the trust must equal at least 10% of the fair market value of property as of the date it is contributed to the trust. Learn more on Charitable remainder trusts.Talk to a Specialist Today Rely on Us for...
Beneficiary Doesn’t Want to Sign the Release. What to do
Beneficiary 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 beneficiary may not be able to sue the trustee in the...
Can a Beneficiary Stop the Sale of a Property?
Probate Litigation Attorney Can a Beneficiary Stop the Sale of a Property? Can a trustee sell trust property? A trust is a contract between two parties that commits one to keep the legal title to the other's assets and oversee them for the benefit of the owner and any...
What if the Executor Does Not Probate the Will? What to do
What if the Executor Does Not Probate the Will? What to do! If you just lost a loved one and perhaps you are a beneficiary of their estate, you most likely have questions about what comes next. You cannot get your inheritance funds as an heir until the probate court...
How Long Do You Have to Transfer Property After Death
How Long Do you have to transfer Property after death? The transfer of a deed after the death of the property owner can commence once 40 days have elapsed from the date of death, as verified by an official death certificate. This period allows for the necessary legal...
Beneficiary Living in Inherited House. What to Know!
Beneficiary Living in Inherited house Orange County | Los Angeles | San Diego | Riverside | San Bernardino | Fresno Buyout? Petition to Partition? Evict? Purchase? Repair? You recently lost a parent or other loved one, and as a result, you've inherited a house. It's...
Inheritance Issues with Siblings. What are Your Rights
Inheritance Issues with Siblings. What are Your Rights Inheritance issues are inevitable unless you are an only child. As the inheritor, i.e., a beneficiary, you should anticipate anything. That's either disagreement regarding the selected inheritor, inheritance...
Do Beneficiaries Get a Copy of the Trust? What to Know
Do Beneficiaries Get a Copy of the Trust? After the grantor's death, the trustee manages the trust and then distributes the assets according to directions provided by the grantor. If you need help getting access to your trust document, call (949) 706-7300 to speak to...
Evidence Needed to Contest a Will – What You Should Know
Evidence needed to contest a will Contesting a will demands substantial evidence to prove the testator's lack of capacity, undue influence, or fraud. This typically involves gathering relevant documents, medical records, witness testimonies, and any other pertinent...
What Happens If a Beneficiary Refuses to Sign a Release
What Happens If a Beneficiary Refuses to Sign a Release Once all estate obligations and taxes have been settled, disagreements have been resolved, and everything has been verified, an estate executor can submit a document detailing the final accounting of an estate's...