Can a Beneficiary Sue a Trustee? Understanding Trusts and the Roles of Beneficiaries and Trustees Before diving into...
Topics on Trust and Estate Planning and Probate and Trust Litigation
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,...
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...
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...
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...
Who are the Parties in an Estate. Trust and Estate Overview
Who are the parties in an estate Trust and Estate Overview Living trusts are critical in estate planning. Understanding the parties involved in estate planning helps you prepare and create an estate plan that works for you. Read on to learn more about these parties to...
Do Beneficiaries Get a Copy of the Trust? What to Know
How doest trust funds pay out? (Learn more) Request a Case Review Today Call us at 888-318-4430Do 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...
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...
Trustee Not Paying Beneficiaries – What to Consider
Probate Litigation Attorney Trustee Not Paying Beneficiaries In practicality, a beneficiary may get no funds from a trustee if the trust authorizes the trustees not to. The ability of a trustee to decline to pay beneficiaries is determined by how the trust form is...
How a Bypass Trust Works | Taxation and Planning
Request a Case Review Today Call us at 888-318-4430Estate Planning Bypass Trust California Attorneys Bypass Trust Pros and Cons During these trying times, we know it is vitally important for you to save time and money. Is peace of mind important to you? Rest...
SLAT Trusts – Spousal Lifetime Access Trusts – Attorney
Request a Case Review Today Call us at 888-318-4430Spousal Lifetime Access Trust (SLAT) California Do you need a foolproof legal instrument to move assets outside of your estate? Key to note: The Spousal Lifetime Access Trust (SLAT) is among the many forms of...
Beneficiary Attorney in California – What to Consider
Trust Beneficiary Rights Attorney in California A trust beneficiary has beneficiary legal rights as per Probate code 16065.1. It is highly recommended to secure legal counsel to stay compliant and reasonable should you need to petition an action with the courts. Are...