What are some of the tax mistakes that fiduciaries make with regard to tax returns of a trust or estate? Here are eight common examples.
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Is your inheritance being reduced by the willful or negligent actions of the trustee? Here are some reason not to delay a San Diego Trust Litigation!
What are some of the witness-related reasons that the validity of a will might be brought under attack? Here are seven examples.
Wondering what types of twists might lead to litigation when probating an estate in San Diego where a beneficiary is an adopted child? The following are three such examples:
When considering whether your loved one may have been mentally incapacitated at the time of signing his Riverside trust documents, evaluate the following questions
some trusts contain a provision that is designed to prevent creditors from invading the trust property. This provision is known as a “spendthrift provision.”
While overturning a beneficiary designation of a life insurance policy is not a simple matter, it can be done if you can demonstrate that the change resulted from undue influence. Consider asking yourself the following questions:
Determining Whether the Costs of Trust or Will Construction and Reformation Are Deductible? Read here for more information.
Regardless of the execution of a listing agreement, estates can be held liable for the broker’s commission only if the following conditions are met.
As part of the petition for probate, the petitioner must list all of the named beneficiaries in the decedent’s will or codicil. Issues can arise when determining who to list in this section.