Partner Stefan O’Grady continues to shape the conversation around capacity issues in trusts and estates through his recent article featured in Estate Planning, a Thomson Reuters journal. Known for its rigorous analysis and practical guidance... Read more »
Partner Jim Bush and Associate Michael Quintiliani were featured in the Daily Journal’s New California Laws 2026 supplement, which was also highlighted in the Business by LA Times Studios’ New California Laws Handbook. Their article, “AB 565:... Read more »
Keystone Law Group proudly celebrates Lindsey Munyer and Verlan Kwan for being named to the Los Angeles Business Journal’s Leaders of Influence: Thriving in Their 40s list for 2025. This annual honor spotlights exceptional professionals in the Los Angeles region... Read more »
Packard v. Packard is a significant decision that reinforces California’s modern, intent-centered approach to trust interpretation and reformation. By holding that a reformation petition is not a trust contest, the Court of Appeal preserved an essential... Read more »
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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 »
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 »
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 »
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 »
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 »