For more in-depth reading, remember to download a free copy of our founder’s book, Stealing Home: A Con’s Guide to Inheritance Theft. This insider’s guide will help you spot and stop rogue trustees, probate executors and others that pose a threat to your inheritance.
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 you create a living trust, you should understand the process and how to identify a trust mill. What Is a Living Trust? A living trustRead More
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 split into two different trusts: A Trust: Sometimes called a “marital deduction trust.” The surviving spouse or beneficiary has full access to the A Trust’sRead More
The following is a checklist of trustee duties and responsibilities:
STAGE ONE: Conduct a thorough search for all estate planning documents. Look for all current and revoked wills, pour-over wills, trusts, powers of attorney, trust amendments and restatements, trust schedules, trust asset lists, and deeds to trust property. Put all documents in order based on date of execution. Collect all previously prepared trust related documentsRead More
The Information You Need- Free and at Your Fingertips
Knowledge is power. If you are in the process of becoming a conservator in California, want to remove a bad trustee, suspect estate fraud, or need help planning your will, we have the free information you need. As experienced Orange County probate attorneys, we have literally written the book on these subjects and more. ProtectRead More
The Real Bucket List: Documents You Need To Have
I promised a list of the important documents you will need before you die…the real bucket list. You cannot simply to sign a bunch of papers establishing an estate plan and other end-of-life instructions. You also have to make your heirs aware of them and leave the documents where they can be found and utilized.Read More
The Queen of Mean Succumbs to Inheritance Theft
The Queen of Mean ends up irrelevant. Estates or trusts of any amount, even $500,000 or less, can be attractive to Inheritance Theft practitioners. As any prolonged litigation (and count on your Inheritance Theft adversaries for prolonged litigation) can easily run into six-figure expenditures for each side, Inheritance Theft victims often recognize the absence ofRead More
The Poor Economy Spurs Inheritance Theft
The Legacy Lawyers deals with probate, wills and trusts every day. With the shifting and sliding of our economy, we’re seeing a direct correlation in all activity that endangers such legal elements, but increasingly there has been problems with the administration of trusts; renegade trustees is what we call them. Where trustees and beneficiaries wereRead More
The Other Side of the Spectrum from Inheritance Theft
The funeral was a final goodbye and fit for a queen as she lay in her casket in the imposing and cavernous church. The elderly woman, who was quite wealthy, wore a soft pink dress and white pearls while holding a rosary and Bible in her wrinkled hands. Her casket spray colors matched her dress,Read More
The 5 Best Ways to Ruin a Trust
Trust and estate planning often comes down to three questions: Who gets what? How do you minimize taxes? And, once a trust has been set up, who is in control? Unfortunately, it’s easy for a family to bungle any one of the three. That’s especially so if you don’t have a professional on board asRead More
Guardian Abuse — A Federal Issue?
A current debate on Capitol Hill in Washington DC centers Guardian Abuse. As you might imagine, the singular solution presented regarding proposed probate reform was Federal intervention. Activists from across the nation, claiming to be advocates for the disabled and elderly visited Capitol Hill and spoke about their concerns; including a call for federal interventionRead More
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