I’ve been planning to write more this year about California Trust, Will, and Probate litigation. But I’ve been hesitant to do so because: This is a very complex area of the law involving even more complex fact scenarios, which may or may not apply to a particular case. I’m worried that I may not be […]
So you want to contest a parent’s Will? You better be ready to argue (and support with evidence) one of the following grounds: Lack of Capacity. To create a San Diego Will, you need to know (1) the nature of your property—a brief description will do—(2) your relation to family members, and (3) the fact […]
One of the grounds for removing a San Diego Trustee (under Probate Code Section 15642) is where hostility or lack of cooperation among the Co-Trustees impairs the Trust administration. How often do Co-Trustees engage in hostility? All the time! Well, I may be jaded because I only see the bad Co-Trustee relationships, but it does […]
if you are settling your Bay Area Trust and Will case, there a few things you better be sure to include. After all, you want your settlement to end the case for once and all so you can move forward with peace of mind. Your peace of mind depends on these top three provisions: For […]
Just because you are named as a beneficiary does not mean you can assume the Trustee is doing all the right things. Here are some common mistakes beneficiaries make in overseeing their beneficial interests in a Trust: https://www.youtube.com/watch?v=Kpgw6ZVXAsg
Being a Trustee is a thankless job. Don’t make it worse by making careless mistakes. In this post, Mark Perryman discusses some of the most common mistakes made by Trustees of California Trusts.
What’s easier to contest a California Trust or a California Will? The answer may surprise you…
