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Year: 2019

It’s not easy hiring a lawyer.  It’s never fun in your lifetime to say, “Oh, goodie, I get to go out and hire a lawyer today.”  But there are some things you can do to increase your chances of getting a lawyer that you’ll work well with. Give Yourself Options…

One of the most frustrating things we hear from beneficiaries of trusts is hey, I’m a beneficiary, I’ve reached out to the trustee and they refuse to tell me anything.  In fact, they’re just downright hostile to me.  They won’t return my phone calls.  They say everything must be done…

Marital rights involving gifts of trust assets or gifts of marital assets can get a bit tricky. California is a community property state. By definition, anything you acquire during your marriage – meaning if you and your spouse buy a house— the presumption is that that house is community property….

What does it take to qualify as a beneficiary? If you have been named as a beneficiary in a trust or will in California, and you’re supposed to receive a gift out of that trust or will, it really doesn’t take much to qualify to be a beneficiary. Once you…

Generally speaking, there are two different ways that assets can pass down to your kids and grandkids. It depends on the distribution formula selected—whether the assets are going to pass Per Stirpes or Per Capita. These are very old-fashioned terms, but we still use these concepts, even today. Per Stirpes…

Let’s say that you find out that you’re a beneficiary of a $3 million trust.  There are three beneficiaries.  You’re supposed to get a million dollars at the end of this.  It’s a very happy, exciting day for you. You call the trustee’s attorney, and you say to the trustee’s…

Let’s say that you just found out that you’re the beneficiary of a $3 million trust fund, and there are a total of three beneficiaries. Each beneficiary stands to receive $1 million dollars. That is an exciting day that doesn’t happen to many people. You wonder when you are going…

What is an heir-at-law? What does that term mean in California under the California Probate Code? When people die intestate, meaning they die without a will or a trust, their assets pass to their heirs. There are other instances where we might use the term “heir.” For example, oftentimes, we’ll…

What happens when a Beneficiary Kills the Trust Creator, the Settlor?  As you can imagine, that’s not a good thing.  So you shouldn’t go around killing people.  I shouldn’t have to tell you that. However, if you have a beneficiary who is found to have murdered the settlor, under California…