Probate | Probate Litigation | Trust Litigation |
Understanding the Differences Between a Will and a Trust
While a will and a trust are both useful estate planning tools, they are not the same thing. During administration it is important to understand the difference.
Trustees Must Act According to Law, But There Are Limits on Their Obligations
Some beneficiaries assume their trustees obligations extend beyond the scope of what they actually cover. Just as it is important that trustees know their responsibilities, beneficiaries should also make an effort to understand what duties a trustee does not owe.
Probate | Probate Litigation | Trust Litigation |
Loved Ones Needing Help May Require the Assistance of a Probate Conservator
Estate administration responsibilities may arise if a loved one is unable to care for himself or manage his finances. You will need to be appointed probate conservator.
Trustees Must Learn the Ins and Outs of Crummey Trust Administration
In order to save on potential estate taxes after death trustees must learn the ins and outs of crummey trust administration. The administration of a trust does not always begin after your death or incapacity. As a trustee, your Crummey trust responsibilities begin much earlier.
Rules for Filing Estate Tax Returns In California
Estate administrators have many responsibilities. One such responsibility is to clearly understand the rules for filing estate tax returns.