TRUST CONTESTS Trust contests are legal actions brought by heirs, beneficiaries, or other interested parties who seek to challenge the validity of a trust. In California, trust contests are governed by the Probate Code, which sets out the rules and procedures for bringing a trust contest. There are several grounds
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ADVANCE HEALTHCARE DIRECTIVES: FOR YOUNG PEOPLE TOO As a young person, it’s easy to feel invincible and believe that nothing will happen to you. However, the truth is that life can be unpredictable, and anyone can face a health crisis at any time. This is why it’s essential to have
conservatorships in general Conservatorship is a legal arrangement in which a court appoints a responsible person or organization (the conservator) to care for another person (the conservatee) who is unable to care for themselves or manage their own finances. This arrangement is often used for elderly individuals with dementia,
intestacy: when you die without a plan When someone passes away without a will, their estate is distributed according to the laws of intestacy. These laws vary by state, but in California, they are outlined in the California Probate Code. Here’s what you need to know about the laws of
what is a heggstad petition? A Heggstad petition, also known as an 850 petition, is a legal tool used in California to transfer assets into a trust that were not previously included in the trust. The petition is named after the case In re Heggstad, which was decided by the
estate planning for pets Why Estate Planning for Pets is Important Pets are considered property under the law, which means they are typically passed down through a will or trust. However, unlike other types of property, pets require ongoing care and attention. This means that it’s important to have a
Estate taxes: what you should know Estate taxes are taxes levied on the estate (i.e., the total property and assets) of a deceased individual. These taxes are paid by the estate itself before the distribution of assets to heirs and beneficiaries. Estate taxes are often a contentious issue, as many
The Probate Process in California: An Overview Probate is a legal process that takes place after someone dies, where the court oversees the distribution of the deceased person’s assets. In California, the probate process can be lengthy and complex, but it’s important to understand the steps involved if you are
estate planning for new parents Congratulations on becoming a new parent! As you embark on this exciting journey, it’s important to ensure that you have a plan in place for the future. One of the most critical steps in this process is estate planning. Estate planning can help ensure
Creating an estate plan for cryptocurrency is important to ensure that your digital assets are distributed according to your wishes after you pass away. Here are some steps to help you make an estate plan for cryptocurrency: Take inventory of your cryptocurrency holdings: You need to have a clear