Family Cemetery Plots: When the Will’s Residuary Clause May Not Apply

Family Cemetery Plots: When the Will’s Residuary Clause May Not Apply

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Can an Unhappy Beneficiary Challenge a Trust?

Can an Unhappy Beneficiary Challenge a Trust?

Yes, a trustee can defend a beneficiary’s trust contest, so long as they are acting in good faith. In fact, they may have a duty to defend the contest if the contest... Read more »
Special Needs Trusts in California: The Mistake That Can Cost Your Family Everything

Special Needs Trusts in California: The Mistake That Can Cost Your Family Everything

By Dustin MacFarlane, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law Sacramento, California Quick Answer: Should I Leave Money Directly to My Disabled Child? No. Under California and... Read more »
Special Needs Trusts in California: The Mistake That Can Cost Your Family Everything

Dynasty Trusts in California: How to Protect Family Wealth for Generations

By Dustin MacFarlane, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law Sacramento, California PRIMARY KEYWORDS: California dynasty trust, estate planning Sacramento, irrevocable trust California, generational wealth planning California... Read more »
Special Needs Trusts in California: The Mistake That Can Cost Your Family Everything

Qualified Personal Residence Trusts in California: The Smart Strategy That Can Backfire

By Dustin MacFarlane, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law Sacramento, California PRIMARY KEYWORDS: California QPRT, Qualified Personal Residence Trust California, estate planning Sacramento, irrevocable trust California,... Read more »
Special Needs Trusts in California: The Mistake That Can Cost Your Family Everything

Trust Assets in California Estate Planning: The Hidden Risks That Can Change Your Outcome

By Dustin MacFarlane, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law Sacramento, California PRIMARY KEYWORDS: California irrevocable trust, estate planning Sacramento, trust assets California, funding a trust California,... Read more »
Special Needs Trusts in California: The Mistake That Can Cost Your Family Everything

Modifying or Ending a Trust in California: Why It Is Harder Than You Think

By Dustin MacFarlane, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law PRIMARY KEYWORDS: modify trust California, revoke trust California, California trust termination, estate planning Sacramento, irrevocable trust California... Read more »
Special Needs Trusts in California: The Mistake That Can Cost Your Family Everything

Long-Term Trust Administration in California: The Hidden Risks That Cost Families Thousands

By Dustin MacFarlane, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law PRIMARY KEYWORDS: long-term trust administration California, trustee duties California, estate planning Sacramento, California trust administration, trustee responsibilities... Read more »
Special Needs Trusts in California: The Mistake That Can Cost Your Family Everything

Estate Planning and Family Law in California: Why Your Trust Can Fail If You Ignore This

By Dustin MacFarlane, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law PRIMARY KEYWORDS: California estate planning family law, divorce estate planning California, blended family trust California, community property... Read more »
Special Needs Trusts in California: The Mistake That Can Cost Your Family Everything

Premarital Agreements and Estate Planning in California: Why Your Prenup and Trust Must Work Together

By Dustin MacFarlane, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law PRIMARY KEYWORDS: California prenuptial agreement estate planning, prenup trust California, premarital agreement Sacramento, blended family prenup California... Read more »