Table of Contents Introduction: Why Taxes Matter in Trust Transfers Trust Income Taxation Trust Tax Planning…
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Most real property held in community between spouses and domestic partners used to be held in joint tenancy. Since 2001 (and 2003 for domestic partners), California probate law has introduced Community Property with Right of Survivorship (CPWROS).
Table of Contents Key Takeaways What Is a Trustee in California? Core Fiduciary Duties of a…
Table of Contents When Do Irrevocable Trust Beneficiary Rights Begin? Key Rights for Beneficiaries Under California…
Trust Litigation Costs in California explained by a Certified Specialist in Estate Planning, Probate and Trust Law.
Errors documenting estate expenses in an executor’s accounting are fairly common. Following certain rules will help avoid these mistakes.
Contingency fee agreements in California probate litigation and trust litigation cases
Within the pleading stage, the petitioner states that the causes of action laid out in the petition are supported by facts. The petition or complaint is concluded with a “prayer.” Learn the seven examples of prayers in a petition.
The way a will is written and signed determines if the California law considers it valid or not, but changes can be made.
Usually a will or trust describes the types of distribution for inheritance: “per stirpes,” “per capita by generation,” and “by right of representation.”