What if the Executor Does Not Probate the Will? What to do! If you just lost a loved one and perhaps you are a...
Topics on Trust and Estate Planning and Probate and Trust Litigation
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...
Irrevocable vs. Revocable Living Trust. The Main Differences
Irrevocable vs. Revocable Living Trust. The Main Differences Many individuals have heard of "trusts" when discussing...
Can A Trust Be Dissolved By the Trustee and Your Options
Can a trust be dissolved by the trustee During trust administration in California, a trustee may need to terminate the trust. To do so, adherence to California's probate and trust laws is crucial. Additionally, tax considerations play a vital role in the dissolution...
Guide on How to Close a Trust in California
How to Dissolve and Close a Trust During these hard times, we know it's vitally important to save time, money, peace of mind, and receive the highest of top quality counsel! Hess-Verdon is one of the highest top-quality counsel that cares and fights for your legal...
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...
How to Find Out If You are a Beneficiary of a Trust
How To Find Out If You Are A Beneficiary of A Trust Upon the death of a settlor, the trustee is legally obligated to notify all beneficiaries within 60 days. This notification process ensures that beneficiaries are informed of their interests in the trust, allowing...
CRUT. What is it? Differences between CRUT and CRAT
Request a Case Review Today Call us at 888-318-4430What is CRUTs vs CRaTS CRATs (Charitable Remainder Annuity Trusts) offer fixed annual annuity payments and prohibit additional contributions after establishment. Conversely, CRUTs (Charitable Remainder...
Gift Plus Insurance : Bequeath Your Life Insurance to a Trust
Request a Case Review Today Call us at 888-318-4430What is Gift plus Insurance 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 assured that our highly qualified attorneys will...
What Are the Responsibilities of a Co-Trustee?
CO-TRUSTEE Co-Trustee Dispute Co-trustees are trustees who share responsibility for managing a trust. To be valid, co-trustees must sign all forms together. The trust must clearly state that the Co-trustees have the authority to act independently to change the default...
How to Prove Undue Influence. What You Should Know
How to Prove Undue Influence To prove undue influence in the signing of a Trust, evidence of the signatory's vulnerability, the influencer's apparent authority, and questionable actions or tactics around the time of the Trust's execution are crucial. How to Prove...
Does an Executor have to Show Accounting to Beneficiaries
Does an Executor Have to Show Accounting to Beneficiaries? Executors are expected to keep beneficiaries informed and provide a full accounting of the estate's management to the court, with beneficiaries entitled to receive a copy.Showing Accounting to a Beneficiary....
Guide to Crummey Trust and How to Select
Request a Case Review Today Call us at 888-318-4430Estate Planning Crummey Trust How to Use It! Crummey trusts allow beneficiaries of a gift to withdraw the money within 30 to 60 days of its deposit in the trust. The beneficiary can withdraw the gift without...