Blended Family Trust Administration: Surviving Spouse Controls Everything

You’re in a blended family. Your parent remarried. Now they’ve died. And you’re about to learn a harsh truth: the surviving spouse controls everything. You, the child of the deceased parent, have... Read more »
60-Minute Video System To Lead Gen And Build Trust: Now Streaming

60-Minute Video System To Lead Gen And Build Trust: Now Streaming

Video continues to be a highly effective tool for generating leads and attracting desired clients. In this video, Katie Lance presents a structured “60-minute video system,” designed to help real estate professionals... Read more »
Can an Unhappy Beneficiary Challenge a Trust?

Can an Unhappy Beneficiary Challenge a Trust?

Yes, a trustee can defend a beneficiary’s trust contest, so long as they are acting in good faith. In fact, they may have a duty to defend the contest if the contest... Read more »
Trust Assets in California Estate Planning: The Hidden Risks That Can Change Your Outcome

Trust Assets in California Estate Planning: The Hidden Risks That Can Change Your Outcome

By Dustin MacFarlane, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law Sacramento, California PRIMARY KEYWORDS: California irrevocable trust, estate planning Sacramento, trust assets California, funding a trust California,... Read more »
Trust Assets in California Estate Planning: The Hidden Risks That Can Change Your Outcome

Modifying or Ending a Trust in California: Why It Is Harder Than You Think

By Dustin MacFarlane, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law PRIMARY KEYWORDS: modify trust California, revoke trust California, California trust termination, estate planning Sacramento, irrevocable trust California... Read more »
Trust Assets in California Estate Planning: The Hidden Risks That Can Change Your Outcome

Long-Term Trust Administration in California: The Hidden Risks That Cost Families Thousands

By Dustin MacFarlane, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law PRIMARY KEYWORDS: long-term trust administration California, trustee duties California, estate planning Sacramento, California trust administration, trustee responsibilities... Read more »
Trust Assets in California Estate Planning: The Hidden Risks That Can Change Your Outcome

Estate Planning and Family Law in California: Why Your Trust Can Fail If You Ignore This

By Dustin MacFarlane, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law PRIMARY KEYWORDS: California estate planning family law, divorce estate planning California, blended family trust California, community property... Read more »
Trust Assets in California Estate Planning: The Hidden Risks That Can Change Your Outcome

Premarital Agreements and Estate Planning in California: Why Your Prenup and Trust Must Work Together

By Dustin MacFarlane, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law PRIMARY KEYWORDS: California prenuptial agreement estate planning, prenup trust California, premarital agreement Sacramento, blended family prenup California... Read more »
Can a Spouse Change a Trust After Death?

Can a Spouse Change a Trust After Death?

No, a joint will usually become irrevocable upon the first spouse’s death or incapacity, meaning neither spouse can make changes after that point. While courts can sometimes reform a will, this remedy... Read more »
Key Two-Year Bills the California Legislature Will Take Up in 2026 – California Probate and Trust, PC

Key Two-Year Bills the California Legislature Will Take Up in 2026 – California Probate and Trust, PC

If you’re a California resident, business owner, or estate planning professional, the 2026 legislative session will bring significant changes that may affect how you plan your estate, administer trusts, handle probate matters,... Read more »