Can a Trust beneficiary live rent free in a real property owned by the Trust? How about the Trustee who is also a beneficiary, can he or she live in real property rent free? The answer is no, but then again maybe. Wait this sounds confusing, so let’s break it down a bit. While the […]
How do you enforce the intent of your parent or loved one? It can be a bit difficult to do at times. Learn more from this video.
Every San Diego Trust beneficiary is entitled to three basic rights: right to information, right to distribution of your Trust assets, and the right to be treated fairly. If one of these three basic rights is not given to you, you are probably being abused.
The primary difference between a revocable trust and an irrevocable trust is change. A revocable trust can be amended, changed, or altered simply by a new writing signed by the Settlor. An irrevocable trust cannot be amended or changed. Well, not easily anyway. But there are ways to change or amend an irrevocable trust, if […]
A Better Standard for Undue Influence. Staring January 1, 2014, the California Welfare and Institutions Code section 15610.70 created a “new” standard for undue influence. It is not really new because it simply codifies concepts that were previously known by way of judge-made common law. But for the first time, we have a four part […]
If you lost part of your inheritance because an assets was transferred into joint tenancy, there are only a few ways that you can take action on that type of claim. In this video we describe how to do just that.
A San Diego omitted spouse can be a big surprise. In California, if you create a Will or Trust and then get married, your new spouse is entitled to an intestate share of your estate even if the Trust or Will does not name them. Time to update your estate plan!!
If you have a Trust or Will matter that has problems, do yourself a favor and take action quickly. How quickly? That depends on the type of claim you are bringing. The problem with Trust and Will lawsuits is that they are subject to a confusing morass of statutes of limitation that could potentially sink […]
Nowadays you rarely need an original document in court, most of the time a copy will do just fine. But not so for Wills. Original Wills must be lodged (meaning filed) with the court, so that the court and all the parties can determine if the Will is valid. Of course, the person who signed […]
If you are a Trust beneficiary do you have the right to live in Trust property rent-free? What if another beneficiary is occupying real property of the Trust, can they do that rent free? Find out more in our latest video.
