Next, the court examined whether Mary’s writings expressed an intent to amend the trust by the writings themselves. Before determining what Mary intended by the language stated in the writings, it must... Read more »
Managing Partner Shawn Kerendian, who was recently appointed to the conference planning committee, spoke alongside Elizabeth Acevedo and Hon. Judge David Cowan on “Navigating Probate Settlements: Insights from a Litigator, Planner, and... Read more »
Senior Counsel Stefan O’Grady presented “Conservatorships Demystified: Exploring California’s Conservatorship Types and Their Impact.” His presentation detailed the differences between Temporary, Limited, Probate, and LPS Conservatorships, when they are required, the circumstances... Read more »
Keystone has been honored as one of the Best Places to Work So Cal for the third consecutive year. Awarded by the Best Companies Group, this recognition is based on employee surveys... Read more »
For the fourth consecutive year, the firm is proud to announce its recognition in the 2025 edition of Best Law Firms®. The firm achieved: National Tier 2 Trusts and Estates Metropolitan Tier... Read more »
This article provides an update on the California Supreme Court’s review of Haggerty v. Thornton, the Courts of Appeal case discussed in “When a Trust Modification Method Is Specified in the Trust... Read more »
If you’re asking about the best way to transfer property to heirs, you either are someone who is planning your estate, or you are an executor/administrator seeking to transfer property out of... Read more »
There are few things more sacred than the bond siblings share with one another. Unfortunately, the strength of these bonds can be put to the test when siblings are faced with complex... Read more »
Perhaps you are a trust beneficiary who has little to no information about the inheritance you stand to receive from a deceased loved one’s trust. Perhaps you are a trust beneficiary who... Read more »
Have you been named as the trustee of a trust? Or perhaps you’re involved in a trust in some other capacity and want to know more about the administration process? If you’re... Read more »