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 »
California Legal Implications: Why Foreign Documents Complicate California Probate and How to Avoid It A recent California appellate court decision, *Estate of Herzog*, serves as a critical reminder of the complexities that... Read more »
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 Legal Implications: Can Your Trust Own Your Business? A recent California Court of Appeal case, *Han v. Hallberg, Jr.*, highlights a critical intersection between estate planning and business law that every... Read more »
California Legal Implications: Why “Funding” Your Trust is a Non-Negotiable Step A recent California Court of Appeal case, *Dudek v. Dudek*, provides a powerful lesson on one of the most critical aspects... Read more »
California Legal Implications: The High Stakes of a Contested Conservatorship Trial A recent California appellate court decision, the *Conservatorship of O.B.*, highlights a critical legal principle for families involved in or considering... Read more »
Who This Guide Is For If you’re a California resident managing assets in the Golden State, you’re likely concerned about protecting your family’s financial future while navigating California’s complex probate system. Whether... Read more »
If you’re a California resident in your mid-40s to mid-50s, you’re likely asking yourself: “Am I saving enough for retirement?” This question becomes more urgent as you balance caring for aging parents,... Read more »
If you’ve been named as an executor or personal representative for an author’s estate, you’re facing unique challenges that go beyond typical probate duties. Managing intellectual property rights, protecting unfinished manuscripts, and... Read more »
Distributions of trust assets to beneficiaries before the death of the settlor may allow for more flexibility than distributions of trust assets to beneficiaries after the death of the settlor. In most instances,... Read more »