Category Archives: Estate Planning and Administration
Recent Trust Litigation Victory For SBEMP: Co-Trustee Removed For Violations of Fiduciary Duties
Trust Case Summary: As a result of the intervention of SBEMP, a recent court decision ordered a co-trustee in violation of fiduciary duties be removed…
The Use of Special Needs Trusts in Estate Planning
Special Needs Trusts Most parents want to leave assets to their children when they die. If an individual with a significant cognitive disability receives assets, they…
What Goes Into Estate Planning?
Not many people like having to deal with estate planning, especially after the tragic loss of a loved one, which can often be difficult to…
Find Out If A Special Needs Trust Is Right For You
If you or a loved one has special needs, you may want to help get them a special needs trust. However, before going out and…
Have an Estate? You Need a Will
What is a Will? A Will is a way to make your wishes known and allocate assets to your chosen beneficiaries. It is the only…
3 Questions To Immediately Answer If You Have To Take Your Case to Probate
When building cases, there are many things to take into consideration. There are many factors which could make the case either very simple or extremely…
How to Proceed with Creditor Claims in Probate Law
Creditor claims in California are a detailed and intricate part of probate law. If you fail to comply exactly as the rules state, you will…
Things To Know About A Durable Financial Power Of Attorney
A Financial Power of Attorney is a person who is able to make financial decisions for you if you become incapacitated and unable to make…
Handling Problems in Probate
Probate is the legal method by that the fiduciary (executor) of the estate ultimately settles all affairs of a deceased dearest. It is typically more…
Why DIY is Hazardous to Your Estate Plan
Estate planning attorneys may work with financial experts to help customers create legally-binding trusts related to the disbursement of money and assets. Great legal representatives…
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