What Makes an Amendment to a Trust Valid

What Makes an Amendment to a Trust Valid

Next, the court examined whether Mary’s writings expressed an intent to amend the trust by the writings themselves. Before determining what Mary intended by the language stated in the writings, it must... Read more »
Managing Partner Shawn Kerendian at the 50th Annual USC Trust & Estate Conference

Managing Partner Shawn Kerendian at the 50th Annual USC Trust & Estate Conference

Managing Partner Shawn Kerendian, who was recently appointed to the conference planning committee, spoke alongside Elizabeth Acevedo and Hon. Judge David Cowan on “Navigating Probate Settlements: Insights from a Litigator, Planner, and... Read more »
Can the Statutory Method for Trust Modification Be Used if the Trust Itself Provides a Modification Method?

Can the Statutory Method for Trust Modification Be Used if the Trust Itself Provides a Modification Method?

This article provides an update on the California Supreme Court’s review of Haggerty v. Thornton, the Courts of Appeal case discussed in “When a Trust Modification Method Is Specified in the Trust... Read more »
California Bank & Trust Relocates to DTLA’s Aon Center

California Bank & Trust Relocates to DTLA’s Aon Center

California Bank & Trust is relocating its Los Angeles office to Carolwood LP’s AON Center. The bank is moving from 550 S. Hope St. into 28,603 square feet of office space at... Read more »
Trust Administration Checklist and Guide

Trust Administration Checklist and Guide

Have you been named as the trustee of a trust? Or perhaps you’re involved in a trust in some other capacity and want to know more about the administration process? If you’re... Read more »
5 Reasons to Hold Real Estate in a Land Trust

5 Reasons to Hold Real Estate in a Land Trust

Are you a target for tenant lawsuits? Are your assets easy to locate? Do you own rental properties in your own name? You wouldn’t walk around with a financial statement taped to... Read more »
Will Vs. Trust – Which Is Better For Estate Planning?

Will Vs. Trust – Which Is Better For Estate Planning?

If you’re considering nominating individuals to inherit your assets, the question about Will vs. Trust, which is better for estate planning, must be ringing the bell in your mind. Both are excellent... Read more »
Case Study: Creating a Trust When Death Is Imminent

Case Study: Creating a Trust When Death Is Imminent

The decedent in this case was the mother of three adult daughters and a force to be reckoned with. She had been suffering with an aggressive and painful form of cancer for... Read more »
Stevenson Family Trust to Build 249 Apartments in Glendale

Stevenson Family Trust to Build 249 Apartments in Glendale

Robert and Stefanie Stevenson Family Trust plans to build a multifamily apartment complex at 4728 San Fernando Road in Glendale, according to plans filed in February with the City of Glendale’s Planning... Read more »
Case Study: Spouse’s Misappropriation of Trust Funds Doesn’t End Well

Case Study: Spouse’s Misappropriation of Trust Funds Doesn’t End Well

Did the Letter of Intent and Declaration of Gift Constitute a Valid Transmutation Agreement? The Letter of Intent our client’s mother and stepfather signed when executing their joint trust constituted a valid... Read more »