For Executors and Personal Representatives: Understanding Your Legal Remedies When Trust Property Is Stolen or Concealed If you’re serving as an executor or personal representative, you may face situations where trust property... Read more »
The one year statute of limitations on claims arising from a decedent’s promise to make a distribution does not apply to claims for distribution under a valid trust amendment. Source: California Lawyers... Read more »
Who This Article Is For: If you’ve been named as an executor or personal representative in California and are navigating the complex legal duties of administering an estate, understanding your rights—and the... Read more »
If you’re a California resident managing the care of a loved one with severe mental health challenges, understanding the legal boundaries of LPS conservatorships is critical. A recent ruling in Conservatorship of... Read more »
If you’re a California business owner with a buy-sell agreement in place, or if you’re managing the estate of someone who owned shares in a closely held corporation, a recent Supreme Court... Read more »
If you’re a California resident managing an estate or worried about protecting your family’s inheritance rights, a recent legal development could significantly impact your ability to contest a trust—even if you were... Read more »
To inherit a share of a parent’s estate as an omitted child, the child must show that the sole reason for omission was that the testator was unaware of the child’s birth.... Read more »
Packard v. Packard: What California Families Need to Know About Trust Reformation vs. Trust Contests
If you’re managing a California trust and discover what appears to be a drafting error or misunderstanding of the trustor’s true intentions, you may be wondering: “Can I fix this mistake without... Read more »
f you’re navigating probate litigation in California or managing a contested estate, understanding procedural timelines can protect your rights and prevent costly mistakes. A recent California case, Goebner v. Superior Court, clarifies... Read more »
If you’re a California resident concerned about protecting a vulnerable loved one—or worried about who might have the authority to intervene in your own affairs—understanding who can legally file for conservatorship is... Read more »