TRUSTS & ESTATES QUARTERLY
INSIDE THIS ISSUE
EXTRINSIC FRAUD: WILL THE REAL SLIM FRAUDSTER PLEASE STAND UP?
By Ellen McKissock, Esq. and Allonn E. Levy, Esq.
This article explores when a failure of notice constitutes extrinsic fraud sufficient to void an otherwise final probate order.
TIPS OF THE TRADE: IRA PLANNINGâGAINING SECURITY IN A POST-SECURE WORLD
By Lisa B. Roper, Esq.
This Tips of the Trade offers a primer on recent legislative changes related to the SECURE Act aka SECURE II.
LPS, GENERAL, AND LIMITED CONSERVATORSHIPS: WHERE WE WERE, WHERE WE ARE AND WHERE WE MIGHT BE GOING
By Mark Schmuck, Esq.
With new legislation and more likely in 2023, California’s conservatorship laws are complex and changing. This article highlights the recent changes and pending legislation that all practitioners should be familiar with.