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Inheritance

Parents do not have to treat children equally in estate planning documents (Wills and Trusts). Under California Trust and Estate law, creators of a Will or Trust may leave their assets to whoever they wish, including non-family members. There is no requirement that parents provide equal treatment to their children…

Mediation seems to confuse a lot of people. But really a mediation is just a settlement conference. During mediation, parties in a lawsuit and their attorneys sit down with a neutral third-party mediator. Mediators are usually retired judges. The mediator goes back and forth between the parties and tries to…

Are you having a hard time receiving your inheritance? You are a named beneficiary of a trust and you are entitled to an inheritance. You should just be handed your share of the money… right?  Yet a year has passed, maybe several… and you still have not received your inheritance….

Sometimes Trustees refuse to provide beneficiaries with financial information. We can help. Before you demand a formal accounting in court, you may want to try requesting an accounting informally. You can use our ACCOUNTING DEMAND TEMPLATE and view the video instructions below. If you send an accounting demand letter and…