While it may seem odd that a probate administration would go unfinished, it is a fairly common occurrence. Read more about failing to finish a probate.
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Unfortunately, many people forget to update their San Diego life insurance beneficiary designations following life changes and before they pass away.
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.
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:
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:
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.
Rights of Creditors includes involving the court in order to collect on a debt that was owed by the settlor, and they must follow certain procedural steps. Here is what Trustees and beneficiaries should understand about the rights of creditors going to court seeking payment of a debt.
What Happens When a Party Seeks to Revoke a Will Admitted to Probate? Read more here about what to expect and when you need to talk with an attorney.
Understanding the obligations and procedures surrounding trustee accountings is an important first. The following is an overview of seven helpful facts about trustee accountings.