While a will and a trust are both useful estate planning tools, they are not the same thing. During administration it is important to understand the difference.
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Estate administration responsibilities may arise if a loved one is unable to care for himself or manage his finances. You will need to be appointed probate conservator.
Estate administrators have many responsibilities. One such responsibility is to clearly understand the rules for filing estate tax returns.
Serving as a trustee of your loved one’s trust may feel overwhelming for those who have never administered a trust in the past. . This is especially true when multiple trustees are serving simultaneously therefore it is important to understand some co-trustee rules first.
Estate tax repeal may require surviving spouses to sue their own trusts to get their rightful share of their own property
Riverside County has issued new local rules for filing probate, will contest, and trust litigation cases.
Riverside-based probate attorney Scott Grossman explains why people who do not prepare a will in California could make life difficult for their survivors.
Are you the beneficiary of a trust but have not been given a copy of the document? View here for tips on what to do next from a Riverside trust attorney.
If you suspect that the trustee of a trust is acting improperly, they may be guilty of breach of trust. View here for more from a San Diego probate attorney.
Considering bringing a claim as the beneficiary of a trust? Be wary of no-contest clauses. View this page for more from a California trust litigation attorney.