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Do You Still Need an AB Trust?

By legacy.lawyers | March 9, 2019 | Comments Off on Do You Still Need an AB Trust?

What Is an AB Trust? AB trusts were a popular type of tax-avoidance trust for many years. When the creator of an AB trust dies, his or her assets are...

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Trust Lawyer Warns Against Living Trust Mills

By legacy.lawyers | February 16, 2019 | Comments Off on Trust Lawyer Warns Against Living Trust Mills

While living trusts can provide significant estate planning benefits, it is important to avoid unscrupulous trust mills. Following a trust mill’s “advice” can result in financial losses and litigation. Before...

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Conservatorship Attorney

If you have any questions or concerns on nominating a guardianship for a person or estate, contact us and we will walk you through the process.

By legacy.lawyers | November 4, 2016 | Comments Off on If you have any questions or concerns on nominating a guardianship for a person or estate, contact us and we will walk you through the process.

There are two types of guardianship: Guardianship of a Person Guardianship of the Estate There is a court proceeding in which a judge will nominate a guardian for either the...

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Trustee Responsibilities and Duties

A California Trustee Responsibilities and Duties

By legacy.lawyers | November 4, 2016 | Comments Off on A California Trustee Responsibilities and Duties

A trustee of California trust has numerous responsibilities and duties. The primary task of the trustee is to manage the trust assets, but with this job comes many obligations. If...

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Probate Attorney

Mistakes Every Trustee Should Avoid

By legacy.lawyers | November 4, 2016 | Comments Off on Mistakes Every Trustee Should Avoid

If you have been appointed as the trustee of a loved one’s trust, you may feel overwhelmed with the responsibilities imposed upon you. Don’t panic, we can help! However, consider...

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Probate Attorney Torrance Ca

Common Problems Found in Special Needs Trust Administration

By legacy.lawyers | November 4, 2016 | Comments Off on Common Problems Found in Special Needs Trust Administration

Being a trustee is a huge responsibility that requires careful attention to detail. In a special needs trust where a beneficiary is mentally or physically disabled, the responsibilities of the...

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Conservatorship Attorney Torrance

If you are interested in learning more about fighting or eliminating creditor claims against a trust, contact us.

By legacy.lawyers | November 4, 2016 | Comments Off on If you are interested in learning more about fighting or eliminating creditor claims against a trust, contact us.

If you have been appointed to serve as the trustee of a trust, it is important to understand the creditor claim process. To ensure you handle things correctly, let us...

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Probate Attorney

If you have been appointed to administer a loved one's estate, let us provide you the legal counsel you need to abide by the law and avoid personal liability.

By legacy.lawyers | November 4, 2016 | Comments Off on If you have been appointed to administer a loved one's estate, let us provide you the legal counsel you need to abide by the law and avoid personal liability.

If you have been appointed to administer a loved one’s estate, you are likely to encounter a wide variety of issues. Thus, it is essential that you let us provide...

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We can minimize your stress, reduce exposure to personal liability and guide you through an orderly process.

By legacy.lawyers | November 4, 2016 | Comments Off on We can minimize your stress, reduce exposure to personal liability and guide you through an orderly process.

One task that a trustee typically needs assistance with is preparing the trust accounting. If a trust accounting contains errors, it can be rejected by the court. Below are some...

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If you are interested in pursuing a trust accounting, you don't have to go through this alone.

By legacy.lawyers | November 4, 2016 | Comments Off on If you are interested in pursuing a trust accounting, you don't have to go through this alone.

Probate Code §§16060 – 16064, 15800, 15802 – 15805, and the specific provisions of the trust set forth a trustee’s duties to account and report information to trust beneficiaries. Depending...

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