Request a Case Review Today Call us at 888-318-4430Charitable Remainder Trust 10 Percent Rule Each contribution...
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...
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...
What are the Advantages of a Trust? What You Should Know
What are the Advantages of a Trust? What You Should Know! Trusts and a last will and testament are two components vital to an estate planning process. While most people understand the last testaments and wills, they find understanding a trust a little more...
Taking Siblings to Court Through Court Action. What to Know
Legal Action Against Siblings In California, co-owners of an inherited property can initiate a partition action against siblings to force the property's sale, with the court overseeing the sale and profit division among the co-owners. My sister stole my inheritance...
Spousal Lifetime Access Trust (SLAT) What to Consider
Request a Case Review Today Call us at 888-318-4430Estate Planning Spousal Lifetime Access Trust Pros and Cons If you love your spouse, you strive for their financial wellness every waking hour. A Spousal Lifetime Access Trust makes things a little easier....
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...
Top Estate Dispute Attorney Serving California Clients
Estate Dispute Attorney: Hess-Verdon & Associates How to Resolve Conflicts The death of a loved one plunges the family into pain and sometimes endless estate disputes. Call Hess-Verdon estate lawyer for speedy and confidential estate dispute resolution. We can...
Prudent Trustee Rule and Investing from Trustee
Prudent Trustee Investing from Trustee There is more to trusts than just storing assets. Trust money does not need to sit idle. It can be invested unless expressly forbidden in the trust documents.Trust Investment Basics Trusts are well-known for transferring wealth...
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...