If both parents are deceased, a beneficiary is still able to receive a copy of their trust. Find out how to get a copy of a trust in this situation here.
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Administering an estate is not always an easy process. This is especially true when the estate holds an interest a business, as several issues can arise.
One such a mistake occurs when successor trustees make a distribution of trust assets to the wrong beneficiary. Read more here.
some trusts contain a provision that is designed to prevent creditors from invading the trust property. This provision is known as a “spendthrift provision.”
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.
What can a beneficiary do if a trustee commits a breach of his or her duties during trust administration? There are various options available.
Administering a loved one’s estate involves more than just divvying up furniture, clothing, and personal effects and distributing them to family members and friends. The personal representative of an estate has many responsibilities.
What is probate and how do you know whether or not you need it? A probate and trust litigation attorney explains how probate cases work in California.
Proving undue influence under California probate law can be done through circumstantial evidence. View here for more from a San Diego probate lawyer.