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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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Conservatorship Attorney

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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