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 »
For California Families Managing Trusts and Estates: Understanding Your Rights When Notice Requirements Are Ignored If you’re a California resident dealing with a trust or estate—whether as a beneficiary, trustee, or personal... Read more »
What California Families Must Know About Trust Contest Standing: Lessons from Barefoot v. Jennings If you’re a California resident managing a trust dispute or concerned about protecting your family’s inheritance, understanding who... Read more »
If you’re managing a California trust after a loved one’s passing, or if you’re owed money from a deceased person’s estate, you may be wondering: Do I need to open a formal... Read more »
The timely filing of a creditor’s claim tolls the one-year statute to bring claims against a decedent, and the creditor then has 90 days to bring suit after the rejection of a... Read more »
Why California Families Need to Understand Standing in Charitable Trust Disputes: Key Takeaways from Autonomous Region of Narcotics Anonymous v. NAWS If you’re a California resident managing charitable assets, serving on a... Read more »
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 »
If you’re a California resident managing family trust matters or concerned about protecting your estate from costly disputes, understanding how no-contest clauses work is critical. The appellate case Key v. Tyler clarifies... Read more »