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 »
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 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 »
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 »
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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 »
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 »
While an executor may refuse to sell a house if the will explicitly forbids it or if selling the property would not serve the best interests of the estate or its beneficiaries,... Read more »
Estate Tax None Yes, but only for estates that exceed $13.99 million in value for individuals and $27.98 million for married couples (as of 2025). Tax rates are between 18% and 40%,... Read more »
Yes, there are many ways to locate a deceased person’s assets at no cost — and many of them have been covered in this article. For example, you can review the decedent’s... Read more »