Dealing with the loss of a loved one in California is never an easy time. Sometimes, this situation can become even more overwhelming for a disinherited child. Understandably, receiving the label of a disinherited child can make you feel helpless. However, it's...
San Diego Probate & Estate Administration Law Blog
Some drawbacks to resolving trust disputes through arbitration
Courts throughout California help people resolve all sorts of disputes. One of the most common disputes in courtrooms involves trusts. If you're going through a trust dispute, there are multiple potential ways to resolve this matter. Sometimes, two parties choose...
How California taxes trust fund earnings
Trust funds can be a great way to save for your children or grandchildren's education or other long-term goals. However, it is important to be aware of the tax implications of receiving trust fund money in California. Here's an overview of what to expect. Revocable...
The differences between trusts and trust funds
A trust and a trust fund in California seem like identical entities, but each one is defined by slight differences. Understanding the basic definitions comes before understanding the different types of trusts available for their owners and beneficiaries. The...
How to create an estate plan as a new parent
Creating or updating an estate plan when you're a new parent is important to ensure your child will have their needs met if something were to happen to you. California has laws surrounding wills and trusts that you should check before creating your estate plan. What...
Why you may need a pro trustee in California
Everyone in California wishes to make it easier for their loved ones to receive their inheritance. So, they plan their estate to the best of their interests and that of their beneficiaries. But, issues still arise after their death that can tear their family apart,...
When are wills probated in California?
When a person dies, there are many things that often occur before their estate reaches the designated beneficiaries. One of them is filing the will with the probate court. What is probate? Probate is the legal process of settling a deceased person's estate. This...
How to keep money in your family with estate planning
Estate planning is one of the most important steps you can take to protect your family and your money in California. Without an estate plan, your loved ones could face issues, such as fighting over your assets after you die. It's also possible that your wishes may not...
What is ancillary probate?
For people dealing with an estate and the probate process in California, one of the trickiest elements can be ancillary probate. This is a special process that applies when the contents of an estate are spread across multiple states, such as having two houses in two...
How a revocable living trust works
Getting older in San Diego means taking on new responsibilities. One will be deciding how your estate is divided among your heirs. You will need to be able to protect all of your assets. This means making sure that the person you name as your trustee is in a position...