California Legal Implications: The Care Custodian Presumption A recent California appellate court decision, Robinson v. Gutierrez, has clarified strict rules regarding gifts left to caregivers in estate plans. In this case, a... Read more »
California Legal Implications: Expanding Stepchild Rights in Intestate Succession A recent decision by the California Court of Appeal has significantly impacted how stepchildren may inherit assets when a stepparent passes away without... Read more »
The late-January snowstorm that blanketed large portions of the U.S. is now clearly visible in national housing data. After showing only mild effects the prior week, housing activity pulled back across several... Read more »
California Legal Implications: The Intersection of Trust Litigation, Conservatorships, and Privacy Rights A recent California appellate court decision, *Tedesco v. White*, highlights the critical boundaries of legal discovery in trust disputes, especially... Read more »
California Legal Implications: Trustee Self-Representation in Probate Court A significant ruling in the case of *Donkin v. Donkin* has clarified the rules regarding whether a non-attorney trustee can represent themselves in California... Read more »
California Legal Implications: How Lifetime Gifts Affect Inheritance A recent California Court of Appeal decision highlights a critical question for many families: if a parent gives money to a child while they... Read more »
California Legal Implications: Bad Faith Actions Trigger Severe Financial Penalties A recent ruling in the California Court of Appeal serves as a stark warning to individuals managing estate assets. In the case... Read more »
California Legal Implications: Testimony Rights in Conservatorship Proceedings A recent decision by the California Court of Appeal, First District, has clarified the rights of individuals facing involuntary commitment proceedings. As detailed in... Read more »
California Legal Implications: Trustee Accountability and Attorney Fees A significant ruling by the California Court of Appeal has reinforced the strict financial liabilities trustees face when they mismanage trust assets. As detailed... Read more »