California real estate can be a great investment. It makes sense to keep your portfolio in the family and protect it by adding it to a trust. Transferring real estate into a trust is pretty simple when the property has been paid off and a little more complicated when...
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Trust Litigation
Is a trust really completely irrevocabel?
When you set up a California trust, you get even more protection when it is irrevocable. This largely separates you from legal ownership of the assets for items such as Medicaid trusts. However, irrevocable usually means that the trust’s terms cannot be changed, and...
When trustees breach their duties
In California, trustees are given different types of duties that they're obligated to fulfill. These duties are to look out for the best interest of the grantor in various aspects, including financial responsibility. When the trustee does not fulfill their duty, it's...
What is Trust Litigation and How Can It Be Avoided?
When planning an estate, a trust can be created to pass along an asset to a loved one, known as a trustee. Though this person is chosen by the one passing along the asset, there can be conflict that arises related to how the trust is carried out. In these instances,...
Why an Attorney Can Help a Complex Trust Litigation Case
A trust is often viewed as the best way to fairly divide the assets of loved ones who have passed away. A trust fund is established during the individual’s lifetime where the grantor establishes the trustee and beneficiaries. The grantor then works with an attorney to...
Can a Successor-Trustee be removed?
Can a Successor-Trustee be removed? Many people wonder if it is possible to remove a successor trustee. This is a confusing topic as there are some cases in which this is possible and others where it is not. You cannot simply remove them because you feel like it....
Trust or probate litigation? Why you should contact an attorney.
Involved in Trust or Probate Litigation – Call an Attorney Now It is difficult enough to deal with the loss of a loved one without having to fight a legal battle as well. If you are involved in a court case over a will or trust, you need to contact an...
Top Questions About Trust Litigation
Many people have heard of trusts as they relate to something being passed down from a relative, but most people are not familiar with much more beyond that. A trust is a legal document that keeps property for a person until they are able to access it as designated by...
Most Common Asked Questions About Trust Litigation
Estate law can be very confusing for the typical individual who is concerned about protecting their wealth while advancing assets on to the next generation or personal friends. Trusts are an excellent method of ensuring property is transferred upon death to the...
How to Select the Right Trustee
A trustee is the person who manages the assets in a trust. Depending on the terms of the trust, the trustee may also have discretion over when distributions are made to beneficiaries. One duty of a trustee may be to invest assets to increase the value of a trust. The...