Trusts
You, like many Californians, may feel stuck as the beneficiary of a mal-administrated trust where fraud and other illegal activities take place. Has your trustee ever made questionable decisions regarding the trust that do not promote its best interest, such as paying others with its total sum? When a fiduciary controls an estate plan for […]
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For any married couples holding estate, it is always in their best interests to reduce estate taxes as much as possible. When the dreaded day arrives and one spouse passes away, a pressing question on their mind in regards to finances is how much will they lose from property taxation. Especially after the death of […]
Read MoreTranscript Erin: Thank you for choosing the legacy lawyers as your source of information. We know this might be a difficult time we’re going through what we’re here to educate you and help you through the process. Please stay tuned for our question and answer portion. David: Good morning, Erin. Erin: Good morning, David. How’s […]
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Senior citizens are sadly vulnerable to being taken advantage of, especially if they have mental or physical challenges. While no two cases of elder abuse are the same, there are certain things you should look for in determining if mistreatment or neglect has occurred. Some of the clues can be the result of other causes, […]
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Do you believe the Trust of a loved one has reason to be disputed? Trust disputes occur when a family member or beneficiary has a solid reason to believe that a loved one’s Trust and estate have not been carried out with the decedent’s intent. The process for disputing a trust is very similar to […]
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When a loved one dies, leaving you trust administrator, you are responsible for the trust trajectory. For many, trust administration is an unfamiliar process with many deadlines and actions that appear overwhelming. To combat confusion, we compiled a checklist to help you manage administering a trust while navigating the California probate code. Step One: Find […]
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It is an honor to be appointed as Executor in a will, though the legal duties of an Executor are weighty, important, and often complex. If you have been named Executor in a decedent’s will in California, an important first step is starting the probate process. This is essential because you have no duties or […]
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