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:
In order to obtain a surcharge from a dishonest or neglectful trustee, a beneficiary should consult with an attorney to file a claim. Beneficiaries can file a petition for surcharge with the San Diego Probate Court to request that the trustee be held personally liable for:
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.