How the New Rules for Special Needs Trusts Affect Spending Guidelines

How the New Rules for Special Needs Trusts Affect Spending Guidelines

The trustee appealed the trial court’s ruling, stating the court applied too narrow a definition of special needs, as defined both in the trust itself and applicable law, in making its finding.... Read more »
Career Advancements at Keystone – Keystone Law

Career Advancements at Keystone – Keystone Law

We are delighted to announce that James K. Andrade has been promoted to Senior Counsel, a position that reflects his outstanding performance and expertise in probate litigation at Keystone! James has been... Read more »
Keystone Recognized as a 2024 Best Law Firm by Best Lawyers

Keystone Recognized as a 2024 Best Law Firm by Best Lawyers

Keystone Law Group was ranked as a 2024 Best Law Firm by Best Lawyers® for the third consecutive year. In the category of Trusts & Estates Law, the firm ranked Tier 1... Read more »
Firm Sponsors Hawaii Tax Institute and USC Trust & Estate Conferences

Firm Sponsors Hawaii Tax Institute and USC Trust & Estate Conferences

For the first time, Keystone sponsored and exhibited at the 60th Annual Hawaii Tax Institute Conference, the nation’s premier tax and wealth transfer conference. Held in Honolulu from November 5-9, the conference... Read more »
Consequences of Bad Faith Arguments for Trustee Removal

Consequences of Bad Faith Arguments for Trustee Removal

The post Consequences of Bad Faith Arguments for Trustee Removal appeared first on Keystone Law. Source link Read more »
How To Put A Home In A Trust In California? [3 Step Process]

How To Put A Home In A Trust In California? [3 Step Process]

Securing your home for your beneficiaries through a trust is a wise decision. Specifically if you want to save the beneficiaries from the years of the probate process. Some individuals don’t go... Read more »
What Is The Simplest Form of A Will? Explained!  

What Is The Simplest Form of A Will? Explained!  

Writing a will is an important process for anyone who has assets. The issue is that individuals often think that it’s not legal to write a simple form of a will without... Read more »
How Long After Death Is A Will Read? Getting The Inheritance!

How Long After Death Is A Will Read? Getting The Inheritance!

Everyone knows a will is a legal document that outlines the details of a person’s final wish about who’ll inherit their assets after death. But what about the further legal process? How... Read more »
Partners Lindsey Munyer, Shawn Kerendian Appear in Viewpoint with Dennis Quaid Segment

Partners Lindsey Munyer, Shawn Kerendian Appear in Viewpoint with Dennis Quaid Segment

Earlier this year, Keystone Partners Lindsey Munyer and Shawn Kerendian were presented with the opportunity to appear on an episode of Viewpoint with Dennis Quaid to discuss probate and estate planning related... Read more »
California Inheritance Law – CPT LAW

California Inheritance Law – CPT LAW

California laws surrounding inheritance are complex, even in situations where there is a comprehensive estate plan. Even if you do not expect it to happen, there is still a chance the heirs... Read more »