Whoa, slow down, that’s a loaded question. Filing a lawsuit is easy, right? You just draw up a few papers, file them with the Court, and get what you want in a few days…actually, no. It’s not like that AT ALL. In fact, most Trust and Will lawsuits take some time to plan out,
A loved one dies, you find out you are disinherited, and you are left to wonder: what happened before he died that caused a drastic change in his Trust or Will? The one person who could tell you the answer to that question is gone, so it’s now up to you to find
I have seen it a thousand times, a parent puts one child on title to a bank account or a house to “help manage” that asset. Well, the law presumes automatically that you want that asset to go 100% to the surviving joint tenant. If that
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That’s a loaded question. It all depends on how the asset you are seeking to recover was titled. Even though you, and probably your parent, thought that all assets were in one basket and you can simply file one document to get what is rightfully yours, you are mistaken (welcome to Trust and Will
Let’s pretend you have a crazy uncle that only wears pajamas even when going to places outside his home. He often goes to his neighbors’ houses and offers to buy all of their furniture even though the furniture is not for sale. And he sends strange gifts to family members through the mail, which
If you have an undue influence claim, here are the top five things you must consider in bringing your claim in court:
Starting January 1, 2014, the definition of undue influence was unified under Welfare and Institutions Code Section 15610.70. That means the same facts and circumstances that
Make no mistake, litigation is a fight. If you are going to try to set aside a Trust or Will document, you have a fight coming your way. And in most cases, it can be a long, tough, expensive fight. Unfortunately, there is no other way to stand up for your rights but
If you are a California Trustee, here are eight must know facts for your to properly administer your Trust and keep yourself safe from any personal liability:
1. Know Your Duties
Being a Trustee is a thankless job. You owe many duties and obligations to the beneficiaries, but they owe you no duties at
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Getting the cold shoulder from your Trustee? While every Trustee has a duty to communicate with the beneficiaries and provide required information, it does not always happen that way. Maybe the Trustee does not know their fiduciary duties, maybe they don’t know the answer to the questions your asking, or worse yet, maybe
If you are the beneficiary of a California Will, there’s a few things you need to know in order to understand and protect your rights. Here’s the Top 10 things you must know as a Will Beneficiary:
1. The Last Will Controls
Sometimes people create more than one Will. Under California law, the