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 »
Maybe you are designated as a beneficiary of a 401(k) plan and want to know more about 401(k) distribution rules so you can choose the best payment option for your needs. Maybe... Read more »
“Caregivers” Unduly Influence Decedent to Steal Millions In this case, which was a resounding victory for Keystone, we helped our client bring her deceased brother’s financial abusers to justice. These abusers were... Read more »
People purchase annuities for many reasons, but most often, it is to financially provide for their loved ones after they’ve died. For an annuity to transfer to a specific person, the annuity... Read more »
California law provides that when a person dies without a will or a trust (a situation known as intestacy), their assets will pass to their closest family members — usually their surviving... Read more »