Under the laws governing wills and trusts in California, a beneficiary may be disqualified from receiving an inheritance in certain circumstances. For this reason, other beneficiaries or the executor or trustee of an estate or trust may bring forward a San Diego probate litigation matter.
Articles about Executor Duties
I am not receiving my rightful inheritance. Who should I pursue legal action against—the executor or the trustee?
Whether you should pursue legal action against an executor vs. a trustee in California depends on many factors. Trust and estate litigation in California is a complex area of the law and requires the guidance of an experienced legal professional.
Wondering whether you should pursue litigation when an executor does not distribute property under a California will? View here for more.
A foster child may have rights to the estate of a foster parent, but certain circumstances must be met to successfully win a San Diego estate litigation matter.
Problems can arise if there is a lack of funds to pay monthly mortgage bills. If this happens, the lender may initiate a foreclosure during San Diego probate.
The duties of a personal representative in California are many. Unfortunately, the failure to properly carry out these responsibilities could potentially result in liability on the part of the personal representative. Personal representatives must be extra cautious where there is a dispute among the beneficiaries or creditors.
The way to administer a trust depends largely on the type of trust you are working with. Pooled trusts are a type of special needs trust with unique features.
During the administration of an estate in California, assets may be divided between a trust and the decedent’s probate estate. Assets held in the trust will be overseen by the trustee appointed in that document.