When Settlement Isn’t the End: Winning the Fight After the Deal

When Settlement Isn’t the End: Winning the Fight After the Deal

What Happened Keystone’s client, the grand-niece of the decedent, came to Keystone after discovering that her great uncle’s home was titled in the name of his former caregiver following his death. Treating... Read more »
Keystone Earns 2026 Great Place to Work® Certification for Fifth Consecutive Year

Keystone Earns 2026 Great Place to Work® Certification for Fifth Consecutive Year

Keystone is proud to announce that it has been certified as a Great Place to Work® for 2026, marking the fifth consecutive year the company has earned this distinction. The recognition underscores Keystone’s ongoing... Read more »
Verlan Kwan and Lindsey Munyer Named Los Angeles Business Journal’s 2026 Women of Influence: Attorneys

Verlan Kwan and Lindsey Munyer Named Los Angeles Business Journal’s 2026 Women of Influence: Attorneys

Keystone is pleased to share that Partners Verlan Kwan and Lindsey Munyer have been recognized as Los Angeles Business Journal‘s 2026 Women of Influence: Attorneys. This distinction highlights outstanding women in the legal field... Read more »
Jim Bush and Monica Yun Present at the 31st Annual PFAC Conference

Jim Bush and Monica Yun Present at the 31st Annual PFAC Conference

Keystone Partners Jim Bush and Monica Yun, alongside Trevor Murphy, Orange County President of the Professional Fiduciary Association of California (PFAC), recently presented at the 31st Annual Educational Conference hosted by PFAC. The session brought together... Read more »
Joshua Taylor and Stefan O’Grady Featured in the Daily Journal

Joshua Taylor and Stefan O’Grady Featured in the Daily Journal

Keystone is pleased to highlight recent articles by Partners Joshua Taylor and Stefan O’Grady, published in the Daily Journal.  In his article, “Recovering Beneficiary Fees in Trust Disputes Under Smith v. Szeyller,” Taylor addresses the dynamics of... Read more »
Keystone Named the AMER Industry Transformation Winner for the 2026 Asana Work Innovation Awards

Keystone Named the AMER Industry Transformation Winner for the 2026 Asana Work Innovation Awards

Keystone earned this recognition for its innovative approach to streamlining complex probate litigation through standardized, technology-driven workflows. By implementing structured templates and integrating Asana Goals into its broader Objectives and Key Results... Read more »
A Key Probate Timing Rule: When Can You File a “Demurrer” in a Trust or Estate Case?

A Key Probate Timing Rule: When Can You File a “Demurrer” in a Trust or Estate Case?

In court, timing rules can matter as much as (or more than) the underlying dispute. In Goebner v. Superior Court (2025) 110 Cal.App.5th 1105, the California Court of Appeal answered a practical question... Read more »
Estate of Boyajian Confirms That There Are Two Narrow Methods to Revoke a Will

Estate of Boyajian Confirms That There Are Two Narrow Methods to Revoke a Will

We use technologies like cookies to store and/or access device information. We do this to improve browsing experience and to show personalized ads. Consenting to these technologies will allow us to process... Read more »
How Does a Will Work When Someone Dies?

How Does a Will Work When Someone Dies?

When a named executor fails to probate a will in a timely manner, it can create serious legal and financial complications.  First, by neglecting to initiate probate, the executor may be deemed to have... Read more »
Inherited IRA Split Between Siblings: What You Need to Know

Inherited IRA Split Between Siblings: What You Need to Know

Creating separate inherited IRA accounts gives each sibling control and flexibility over their own distribution strategy, allowing them to manage withdrawals in a way that aligns with their financial needs.   It also... Read more »