Trusts and Estates Section

Clients have grown to be more charitably inclined and want to incorporate charitable giving as part of their estate plan. In this episode, we discuss the basics of charitable planning, as we review the ABCs of those great acronyms: the CRUTs, CRATs, and CLATs. Read more

What must be, and what should be included, by the trustee of a trust in an accounting? And, who is entitled to receive what kind of information? In this episode, our guest Denise Riley discusses the details of what is required in an accounting.  Read more

Petition to Determine Entitlement to Distribution of Estate – Rights of Assignee Read more

This webinar will explain the new rules the Department of Health Care Services has released as it struggles to make the trust regulations adopted after OBRA 1993 mesh with no-asset-limits Medi-Cal. Read more

Where no probate estate is opened and the trustee does not elect the optional trust claims procedure, a creditor may file suit to recover on a settlor’s debt from the trust estate without first having to proceed against the settlor’s probate estate. Read more

The program covers ethics rules and issues litigators should know with a particular focus on the probate practitioner. Read more

A civil complaint was “an action to contest a trust” within the meaning of Probate Code section 16061.8 because “the practical effect” of the complaint was a challenge to the validity of the trust instrument, and it was therefore subject to the 120-day deadline. Read more

Caregiver that received free room and board in exchange for care services qualified as a care custodian and the decedent’s donative gift to her was subject to presumption of fraud or undue influence. Read more

A revocable trust is an essential part of an estate plan in California. And when clients ask why they need a revocable trust, our answer is always: to avoid probate! Read more

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