Unfortunately, some personal representatives fail to abide by these rules and attempt to distribute probate assets without following the procedures outlined in the California Probate Code for a probate administration. The result may be a California will contest.
Unfortunately, many people forget to update their San Diego life insurance beneficiary designations following life changes and before they pass away.
If you suspect that the choices made were not truly those of your loved one, however, it is worth consulting with an experienced attorney who can review the facts surrounding the signing of the will.
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.
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!
When considering whether your loved one may have been mentally incapacitated at the time of signing his Riverside trust documents, evaluate the following questions
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.
Creditors can still attack the transfer and attempt to reach the assets. One avenue of attack is to argue the transfers to trust were fraudulent.
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.
