Are you confused by the differences between undue influence and lack of capacity in a California trust? View here for more information from a San Diego trust attorney.
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Beneficiaries can file petitions to obtain court involvement in a probate administration. These notices must be given to the correct parties.
Wondering what qualities a good probate attorney should possess? Learn the five traits to look for.
While some families choose to create a California estate plan that distributes assets evenly between all children, this is not always the case. Some individuals may wish to disinherit an heir.
The will or trust may clearly lay out the wishes of the deceased; however, an heir or beneficiary may be upset with the way the instrument reads. The result could be a California will contest over the disputed document.
When a decedent executed more than one version of a will during his or her lifetime, a beneficiary or heir might later try to argue that the original version of the will was never properly revoked.
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.