Roth v. Jelley Case, – California Probate and Trust, PC

Roth v. Jelley Case, – California Probate and Trust, PC

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

What California Families Must Know About Trust Contest Standing: Lessons from Barefoot v. Jennings

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 »
Can California Trust Creditors Sue Without Opening Probate? What Spears v. Spears Means for Your Family

Can California Trust Creditors Sue Without Opening Probate? What Spears v. Spears Means for Your Family

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 »
Estate of Holdaway Case, – California Probate and Trust, PC

Estate of Holdaway Case, – California Probate and Trust, PC

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

Why California Families Need to Understand Standing in Charitable Trust Disputes: Key Takeaways from Autonomous Region of Narcotics Anonymous v. NAWS

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 »
Can Emails to Your Attorney Amend Your Trust? California Court Says No.

Can Emails to Your Attorney Amend Your Trust? California Court Says No.

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 »
Key v. Tyler: What California Families Need to Know About No-Contest Clauses in Trust Documents

Key v. Tyler: What California Families Need to Know About No-Contest Clauses in Trust Documents

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 »
Asaro v. Maniscalco: How Executors Can Recover Double Damages for Wrongfully Taken Trust Property

Asaro v. Maniscalco: How Executors Can Recover Double Damages for Wrongfully Taken Trust Property

For Executors and Personal Representatives: Understanding Your Legal Remedies When Trust Property Is Stolen or Concealed If you’re serving as an executor or personal representative, you may face situations where trust property... Read more »
Smith v. Myers: Understanding the Statute of Limitations on Trust Amendment Claims in California

Smith v. Myers: Understanding the Statute of Limitations on Trust Amendment Claims in California

The one year statute of limitations on claims arising from a decedent’s promise to make a distribution does not apply to claims for distribution under a valid trust amendment. Source: California Lawyers... Read more »
Can Heirs Who Aren’t Named in a Trust Still Challenge It? What California Families Need to Know About Hamlin v. Jendayi

Can Heirs Who Aren’t Named in a Trust Still Challenge It? What California Families Need to Know About Hamlin v. Jendayi

If you’re a California resident managing an estate or worried about protecting your family’s inheritance rights, a recent legal development could significantly impact your ability to contest a trust—even if you were... Read more »