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Tag: Heggstad Petition

Heggstad Petition

Posted on April 14, 2023 by Bruce Pence

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

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Estate Planning 101, Probate, Trust Administration Heggstad Petition

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