Your clients are about to inherit real estate. Are you ready for that conversation?

Your clients are about to inherit real estate. Are you ready for that conversation?

When a client closes on a home, the transaction feels complete. The loan is funded, the keys are handed over, and everyone moves on to the next deal. But for a growing... Read more »
The Smart Way To Handle Shared Inheritance: Buying Out Your Sibling When You Inherit a House

The Smart Way To Handle Shared Inheritance: Buying Out Your Sibling When You Inherit a House

A home that is inherited by more than one child is a great opportunity for the next generation, but it can also be a source of friction if not handled with care.... Read more »
Estate of Martino: When a Stepchild Can Inherit in California Intestate Succession – California Legal Guide | CPT Law

Estate of Martino: When a Stepchild Can Inherit in California Intestate Succession – California Legal Guide | CPT Law

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 »
Can a Child Inherit From a Parent’s Estate If They Were Unintentionally Omitted From the Will?

Can a Child Inherit From a Parent’s Estate If They Were Unintentionally Omitted From the Will?

To inherit a share of a parent’s estate as an omitted child, the child must show that the sole reason for omission was that the testator was unaware of the child’s birth.... Read more »
Estate of Williams Explained: What California Omitted Children Must Prove to Inherit Under the “Sole Reason” Rule

Estate of Williams Explained: What California Omitted Children Must Prove to Inherit Under the “Sole Reason” Rule

In Estate of Benjamin C. Williams (2024) 104 Cal.App.5th 374, the court reaffirmed the strict evidentiary burden placed on California omitted children seeking a share of a decedent’s estate under California Probate... Read more »
Who Will Inherit Gene Hackman’s Estate?

Who Will Inherit Gene Hackman’s Estate?

To illustrate the potential legal complexities surrounding Hackman’s estate, Keystone has compiled a timeline of key events that could play a role in potential disputes over his will or trust. September 1994... Read more »