Inside this Issue:
COURTS DO NOT AGREE ON THE HISTORY AND MEANING OF CALIFORNIA PROBATE CODE SECTION 15402
By Jennifer L. Campbell, Esq.
Under review by the Supreme Court, Haggerty v. Thornton may address whether the method of trust amendment identified in the trust is exclusive and how closely the trust language must be followed.
BEYOND BAREFOOT – STANDING IN TRUST, ESTATE, ELDER ABUSE AND RELATED LITIGATION
By Dave G. Knitter, Esq. and Kelsey I. Knitter, Esq.
Standing is often complicated. This article provides an overview of many common standing issues that arise in the trust, estate, and elder abuse context, as well as conservatorships and appeals.
USE OF INDEPENDENT PROFESSIONAL TRUSTEES IN ESTATE PLANS
By J. Christopher Toews, Esq.
The choice of fiduciary for any estate plan deserves more careful thought than it typically receives. For reasons discussed in this article, the best choice for many plans may be an independent professional fiduciary.
"IF I GET MARRIED, I WANT TO BE VERY MARRIED." THE GODFATHER OF SOUL, RICHARD PRYOR, AND OTHER POST-DEATH CHALLENGES TELL US: HOW MARRIED YOU ARE DEPENDS ON THE STATE
By Adam F. Streisand, Esq
Using case studies of public figures, this article highlights how different approaches in different states can affect the outcomes of marriage contests and the rights of a purported spouse to inheritance.