Estate of Eimers: Why a California Court Cannot Rewrite a Will to Fix a Power of Appointment – California Legal Guide | CPT Law

Estate of Eimers: Why a California Court Cannot Rewrite a Will to Fix a Power of Appointment – California Legal Guide | CPT Law

California Legal Implications: Why Technical Details Matter in Estate Planning A recent ruling by the California Court of Appeal highlights a critical lesson for anyone relying on handwritten wills or attempting to... Read more »
Sapp v. Rogers: A California Court Removed an Estate Administrator After Years of Delay—Here’s What Families Can Learn – California Legal Guide | CPT Law

Sapp v. Rogers: A California Court Removed an Estate Administrator After Years of Delay—Here’s What Families Can Learn – California Legal Guide | CPT Law

California Legal Implications: The Duty of an Administrator and the Consequences of Mismanagement A recent California appellate court decision, *Sapp v. Rogers*, provides a stark reminder of the immense harm that can... Read more »
Kaestner Trust (U.S. Supreme Court): When Can a State Tax a Trust Based on Where Beneficiaries Live? – California Legal Guide | CPT Law

Kaestner Trust (U.S. Supreme Court): When Can a State Tax a Trust Based on Where Beneficiaries Live? – California Legal Guide | CPT Law

California Legal Implications: Trust Taxation and the Importance of Residency A landmark U.S. Supreme Court decision, *North Carolina Dept. of Revenue v. The Kimberley Rice Kaestner 1992 Family Trust*, addressed whether a... Read more »
California Court Ruling Strengthens Due Process Rights in Temporary Conservatorships: Conservatorship of A.E.

California Court Ruling Strengthens Due Process Rights in Temporary Conservatorships: Conservatorship of A.E.

If you’re a California resident navigating conservatorship proceedings—or worried about protecting a vulnerable family member’s legal rights—a landmark 2020 Fifth District Court of Appeal ruling has clarified critical protections that could directly... Read more »
California Court Ruling Protects Your Right to a Jury Trial in LPS Conservatorships: What Families Need to Know

California Court Ruling Protects Your Right to a Jury Trial in LPS Conservatorships: What Families Need to Know

If you or a loved one is facing a Lanterman-Petris-Short (LPS) conservatorship in California, understanding your legal rights can mean the difference between being heard and being silenced by procedural technicalities. A... Read more »
Federal Court Strikes Down Trump Administration’s Termination of Venezuelan and Haitian TPS

Federal Court Strikes Down Trump Administration’s Termination of Venezuelan and Haitian TPS

Source: Bloomberg Law ## Who This Affects: California Families Managing Immigration Status and Estate Planning If you’re a California resident with Venezuelan or Haitian family members on Temporary Protected Status (TPS), or... Read more »
California Supreme Court Ruling Protects Healthcare Agents from Binding Arbitration: What This Means for Your Family

California Supreme Court Ruling Protects Healthcare Agents from Binding Arbitration: What This Means for Your Family

Can Someone with Power of Attorney for Healthcare Sign Away Your Right to a Jury Trial? If you or a loved one are entering a skilled nursing facility in California, you need... Read more »
Hawaii’s Supreme Court Gun Case: What Families Need to Know About Constitutional Rights and Estate Planning

Hawaii’s Supreme Court Gun Case: What Families Need to Know About Constitutional Rights and Estate Planning

If you’re concerned about protecting your family’s rights and assets, the recent Supreme Court case Wolford v. Lopez offers critical lessons about constitutional protections that extend beyond gun rights—touching on fundamental freedoms... Read more »
Can Emails to Your Attorney Amend Your Trust? California Court Says No.

Can Emails to Your Attorney Amend Your Trust? California Court Says No.

If you’re managing a revocable trust in California, you might assume that expressing your wishes in an email to your estate planning attorney is enough to change how your assets will be... Read more »
California Supreme Court Affirms Property Tax Reassessment After Corporate-to-Trust Transfer:

California Supreme Court Affirms Property Tax Reassessment After Corporate-to-Trust Transfer:

Understanding Prang v. Los Angeles County Assessment Appeals Board and Its Impact on Your Estate Plan If you’re a California resident managing family businesses, corporate assets, or trusts, a recent California Supreme... Read more »