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 »
California Legal Implications: Joint Bank Accounts and the Right of Survivorship In the case of *Placencia v. Strazicich*, the California Court of Appeal addressed a frequent source of family conflict: what happens... Read more »
California Legal Implications: Medi-Cal Recovery and Trust Assets A recent appellate court ruling highlights the complex and changing landscape of Medi-Cal Estate Recovery in California. In the case of *Riverside County Public... Read more »
California Legal Implications: Special Needs Trusts and Medi-Cal Payback Rules In the significant case of *Gonzalez v. City National Bank*, the California Court of Appeal clarified a critical rule regarding Special Needs... Read more »
California Legal Implications: Understanding the Standards for Mental Health Conservatorships A significant ruling in the California Court of Appeal, Second District, has clarified the burden of proof required to renew a mental... Read more »
California Legal Implications: Powers of Appointment Can Override Trustee Duties In the complex world of California estate planning, the distinction between a trustee’s duties and a beneficiary’s rights is crucial. A recent... Read more »
California Legal Implications: Don’t Let Someone Else Decide Your Family’s Future A recent news story highlights the uncertainty faced by professional athletes, even those with multi-year contracts. According to a report from... Read more »
California Legal Implications: Why a “Broken Medal” Estate Plan Can Shatter Your Family’s Future A recent story from the Winter Olympics highlights an important lesson for California families, though it has nothing... Read more »
California Legal Implications: Protecting Children Amidst Family Conflict and Public Scrutiny Recent tabloid reports surrounding celebrities Stefon Diggs and Cardi B, which detail significant spending amidst personal drama, offer an important, if... Read more »
California Legal Implications: Responding to Unexpected Tragedy with Proactive Estate Planning The recent tragic death of a Stockton mother, Lupita Ontiveros, following a dune buggy accident serves as a heartbreaking reminder that... Read more »