Trusts and Estates Section

Join estate-planning attorney Elizabeth Bawden and trust-and-estate litigator Matt Owens for a discussion about the Corporate Transparency Act. Read more

Monetary sanctions were properly awarded in connection with a conservator’s motion to quash a subpoena that was overbroad, violative of the conservatee’s privacy rights, and issued for an improper purpose.   Read more

Join Deputy District Attorney Scott Pirrello and Estate Planning Attorney Melissa Raneri Karlsten for a conversation about elder abuse, including internet and technology scams that everyone, no matter their age, is being bombarded with on a daily basis. Read more

A stepchild may establish a right to intestate succession where the decedent receives the child into their home and openly holds out the stepchild as their natural child. Read more

In addition to a trustee or beneficiary, an interested person may have standing to respond or object in a trust proceeding. Read more

Estate, gift, and generation-skipping transfer tax rules are complex and vary depending upon the residency of the taxpayer. Read more

Where the trust provided the trustee with “sole discretion” to make any distribution in cash or in-kind, it was error for the probate court to interpret the trust as requiring an immediate sale of real property and distribution of the proceeds.  Read more

Time limits in Probate Code section 8226(c) for filing a petition to probate a will only bar the will proponent if that proponent received pre-hearing notice of a prior, competing petition for probate. Read more

Bank owed law firm a duty of care based on the special relationship it had with the law firm as an intended beneficiary of a court-ordered estate blocked account. Read more

Conflict has increased significantly with a rise in the frequency and severity of accusations, disruptions, and threats, including physical violence. Read more