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Trusts

emergency conservatorship

What to Know About an Emergency Conservatorship

By legacy.lawyers / January 11, 2022 / 0 Comments

You may have a loved one who is in immediate danger of harming themselves or others due to incapacitation. Typical case examples are when someone with schizophrenia, bipolar, or other serious mental illnesses are running their lives into the ground. Due to chemical imbalances, they may reject a power of attorney or not have the […]

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financial planning for special needs child

Financial Planning for Your Special Needs Child

By legacy.lawyers / January 6, 2022 / 0 Comments

Financial planning can seem impossible for your family in front of looming bills and expenses, especially with a special needs child. They have higher living costs than regular kids and require more time to take care of, leaving you less room to earn an income. Money is already tight for you in the present moment, […]

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Conservatorship vs Guardianship

Distinguishing Between Conservatorship vs Guardianship

By legacy.lawyers / September 30, 2021 / 0 Comments

“Conservatorship” and “guardianship” are legal terms that courts use interchangeably, depending upon the state you live in. However, these technical differences cause significant confusion for concerned parties, who desire to help their children and family members. It is impossible, for example, to know what specific service you need for your incapacitated grandfather or irresponsible child […]

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contest a trust in california

Wondering if You Can Contest a Trust in California? Here’s How.

By legacy.lawyers / September 8, 2021 / 0 Comments

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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AB Trust

Do You Still Need an AB Trust?

By legacy.lawyers / April 22, 2021 / Comments Off on Do You Still Need an AB Trust?

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 […]

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Trust Contest Time Limit in California

By legacy.lawyers / March 26, 2021 / 0 Comments

Transcript 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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Signs of Elder Financial Abuse

The Warning Signs of Elder Financial Abuse

By legacy.lawyers / March 5, 2021 / 0 Comments

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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Trust Disputes

How to Pursue a Trust Dispute in California

By legacy.lawyers / December 14, 2020 / 0 Comments

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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California Trust Administration Checklist

California Trust Administration Checklist

By phil.l / August 27, 2020 / 0 Comments

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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Trust Accounting Disputes

Avoiding Trust Accounting Disputes

By legacy.lawyers / August 14, 2020 / Comments Off on Avoiding Trust Accounting Disputes

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