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Trust Litigation & Probate Litigation
- Sound Mind in California Estate Planning
- Why Is There So Much More California Trust Litigation?
- Do You Suspect Fraud by the Executor of a California Estate?
- Is probate litigation worth pursuing?
- My trustee won't give me my inheritance
Probate and Trust Administration
- Special Needs: San Diego Probate Lawyer on Why a Trust Is Better
- Executor Misconduct Needs Intervention by California Trust Lawyer
- California Probate Lawyers: Finalizing Your Appointment as Executor
- Pour-Over Will Not a Cure-All, Say San Diego Probate Attorneys
- San Diego Probate Attorneys Explain the IAEA and Probate Real Estate
News
Singer Etta James Dies at 73; $1 Million Estate Possibly in Probate...
Posted on 2/4/2012
New 2012 Legislation AB 1305 Impacts California Probate...
Posted on 1/17/2012
Estate Planning and Incapacitating Chronic Illness in California...
Posted on 11/16/2011
California Raises Limit For Small Estates Procedure to $150,000...
Posted on 11/2/2011
The Simplified Procedure to Transfer Estates in California...
Posted on 11/1/2011
What Does A California Transfer Agent Do?...
Posted on 10/24/2011
A Durable Power of Attorney Can Make All the Difference in California...
Posted on 10/14/2011
When Is the California Decedent’s Income Tax Return “Fiduciary?”...
Posted on 10/8/2011
The Abstract Nature of Intangible Personal Property...
Posted on 10/6/2011
How Do You Define Real Estate in California?...
Posted on 10/1/2011
Library
Probate and Trust Administration
- Who Is the Probate Referee? From a California Probate Lawyer
- San Diego Probate Attorneys Explain the Prudent Investor Rule
- San Diego Probate Lawyer And Executor Fees For California Probate
- No Short Cuts for Riverside Trustees, Says San Diego Probate Lawyer
- Circumstances Where California Probate Is Not Necessary
Probate and Trust Administration
Refinancing Can Complicate the Execution of Your California Estate
No matter how thorough and unambiguous the language may seem now, you’ll want to regularly review your San Diego estate plan. One of the major reasons is because seemingly unrelated changes can impact the execution of your estate in significant ways. Think about this: refinancing your mortgage can potentially cause problems with the execution of your estate.It’s standard protocol for lenders to require that the title of your house is in your name during refinancing. If you’ve placed your home in a trust while building an estate plan, then you’ll need to transfer it out of the trust and back into your name for the duration of refinancing. After the refinance is complete, it isn’t uncommon for people to forget to convey the house back into the trust.
If the house hasn’t been transferred back into the trust before you die, then the house will need to go through California probate. This will cost your beneficiaries legal fees and lengthy waiting periods before they can have the house titled to them, which is something you were trying to avoid in creating an estate plan in the first place.
If you’ve had recent life changes that might impact your estate plan, talk to the California trust lawyers at The Grossman Law Firm. We offer estate planning, probate, and trust administration to San Diego and outlying areas. Get a free, 30-minute consultation with one of our lawyers by calling (951) 683-3704 or (888)443-6590, or use our online contact form today.
Also, be sure to request Scott Grossman’s must-read FREE book The Insider’s Guide to California Probate and Trust Administration.
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Trust Litigation & Probate Litigation:
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FAQs
Trust Litigation & Probate Litigation
- What is a no-contest clause and does California law uphold it?
- I do not have much confidence in the executor of the estate. What should I watch out for under California law?
- What do you do when the trustee will not give you a copy of the trust?
Probate and Trust Administration
- As a non-professional trustee who is preparing to invest trust assets as part of my trust administration, do I really need to hire a professional financial advisor?
How much does the trustee get paid in California trust administration?
- How do I invoke the creditors claim procedure to limit and eventually stop creditors from filing new claims against the California trust I am administrating?