Considering a San Diego beneficiary designation dispute? View here for five important steps to take as you pursue litigation during an estate administration.
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California Probate is confusing. This articles explains how it is supposed to work and what can go wrong. Understanding what makes a probate successful to an attorney can help you understand what you should expect.
If your loved one created a trust, but has since become mentally incompetent, act quickly. Failing to do so could substantially harm the trust.
During the probate of an estate, interested parties can petition the court to revoke the will. Minors are given a longer opportunity to initiate this action.
When petitioning the court for an oversight of a trust, you need to include certain information in your petition. Learn more here.
After a person dies, his or her assets must be distributed. Retirement assets may pass to beneficiaries outside of probate administration.
Administering an estate may involve the handling of retirement assets. It is important to know what information you need to distribute the asset.
At the start of a trust administration, trustees must give beneficiaries a Notice of Trust Administration. There are many advances to carrying out this step.
For those beneficiaries and heirs unfamiliar with the California estate administration process, it is not always clear whether the executor or trustee is acting properly and in accordance with state law.
The answer to this question depends on several factors. In some cases, when a decedent had a living trust that owned all of his assets, it may be possible to conduct a trust administration that does not involve the probate court. In other cases, some assets may require a probate administration.