Trusts Archives | Legacy Lawyers


duties of a conservator

The Duties of a Conservator

By legacy.lawyers / November 29, 2022 / 0 Comments

Are you seeking information about conservatorships to avoid liability? Or are you concerned that abuse is taking place by a current guardian? In either case, it is essential to understand conservatorship and the duties and powers of conservators. A conservator may be a family member caring for a loved one who cannot care for themselves. […]

Read More
what is a trust settlor

What is a Trust Settlor?

By legacy.lawyers / November 15, 2022 / 0 Comments

Are you considering establishing a trust to protect your assets and have peace of mind? If so, you may be wondering about some of the terminologies of estate planning. There are a lot of terms you may need to familiarize yourself with when it comes to trusts. We recognize that most people don’t read law […]

Read More
do co trustees have to act jointly

Do Co-Trustees Have to Act Jointly?

By legacy.lawyers / October 14, 2022 / 0 Comments

Whether you are establishing a trust document and considering who to name as your trustee(s) or a co-trustee of a trust, you may be wondering: “Do co-trustees have to act jointly, or can a co-trustee act alone?” This is a great question. We will explore the answer from both perspectives as we examine what authority […]

Read More
can a trustee remove a beneficiary from a trust

Can a Trustee Remove a Beneficiary from a Trust?

By legacy.lawyers / September 26, 2022 / 0 Comments

Trust documents are an important part of estate planning, created to protect assets and avoid probate, in turn providing individuals with protection and peace of mind. Unfortunately, in some cases, conflicts can arise between trustees and beneficiaries. Whether you are a trustee wondering if you can remove a beneficiary from a trust, or a beneficiary […]

Read More
types of probate litigation cases

Understanding Probate and Types of Probate Litigation Cases

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

Losing a loved one can bring a difficult season for family members and friends. Having to go through probating their estate can make it even harder. This is especially true if you believe you have a reason for distrust in the executor or administrator tasked with administering their estate. Do you believe you have a […]

Read More
caring for aging parents checklist

Caring for Aging Parents Checklist

By legacy.lawyers / June 21, 2022 / 0 Comments

Taking care of elderly parents can be challenging for family members. It’s important to make sure you have your ducks in a row while your parents are young and healthy. This will make it easier to care for your loved ones as they age. Let’s take a look at what you should prepare for when […]

Read More
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 […]

Read More
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, […]

Read More
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 […]

Read More
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 […]

Read More