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:
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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.
Pursuing a legal action as a result of a trustee or settlor’s alleged mental incompetence is an uphill battle. Here we discuss defending against a claim.
What can a beneficiary do if a trustee commits a breach of his or her duties during trust administration? There are various options available.
What are some of the common terms that are often used during a trust and estate administration? The following is an overview.
Were you named as successor trustee of a trust? View this page for ten helpful tips on what you should do next, written by a Riverside trust attorney.
The attorneys of Grossman Law Firm explain why you might need a probate lawyer in California and how you should go about selecting a good one.
During an estate administration in California, the divorce of a beneficiary may impact an inheritance. Learn the facts about inheritance and community property.
Personal representatives may have many different types of tax liabilities during an administration. View here for more from a probate attorney in San Diego.
The duties of a trustee are many, and the expectations of beneficiaries are high. Order our free book on California probate and trust administration.