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If your parent’s will names only some of their grandchildren as beneficiaries, this reality can understandably inspire questions, confusion and – possibly – family conflict. A grandchild who has been left out and parents of a grandchild who have been excluded may,...
When entrusted with managing a trust, trustees hold a legal and ethical responsibility to act in the best interests of that trust’s beneficiaries. However, even with the best intentions, trustees can sometimes find themselves accused of embezzlement—misappropriating...
Imagine you’re a will beneficiary, but you believe the document doesn’t reflect the true intentions of the decedent. You believe they intended to leave you more assets. You decide to challenge the will, but it includes a no-contest clause. What does this mean for your...
Disputes over inheritance can often tear apart families during already difficult times of grief. You might suspect something went wrong with your loved one's will or trust but struggle to identify exactly what happened. Undue influence occurs when someone tries to...
When a loved one passes away, you assume that you’ll be included in the will. For instance, perhaps it is your parent who has passed away. Over the years, you’ve always assumed that you would inherit certain tangible assets, financial assets and much else. However, as...
A revocable living trust is an important estate planning tool that enables an individual (hereafter called the grantor) to safeguard their assets throughout their lifetime. The purpose of establishing a living trust is to provide the grantor with a legal framework to...
Contesting a will in California isn’t as simple as saying, “I don’t like what’s in it.” There are strict rules involved, deadlines you must observe and legal hurdles to navigate. Whether you were unexpectedly left out or you suspect someone pressured your loved one...
Preparing for the trust litigation process can feel daunting, especially for those who have no idea what to expect. The good news is that, in California, the process is guided by specific statutes and rules. Understanding these steps can give you a roadmap that can...
The loss of a loved one is a traumatic experience, but the situation can quickly turn even worse if you find out that your loved one’s estate plan isn’t what you thought it was. While this could be for valid reasons, there’s also a chance that undue influence could be...
Beneficiaries don't always get along with the estate's executor. Some estates involve disputes between these parties, particularly when beneficiaries believe the executor is not acting in the best interest of the estate. Below are three common problems between an...