Trusts and Estates Section

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

Join a panel of five esteemed mediators of trust and estate disputes including Honorable James P. Gray (Ret.), Honorable Jamoa A. Moberly (Ret.), Honorable Glen M. Reiser (Ret.), Bette Epstein, Esq. and Bruce S. Ross, Esq., together with moderator Kristin Yokomoto, Esq. as we explore the intricacies of successful mediations. Trust and estate litigation is on the rise and so are the number of disputes being successfully resolved outside of the courtroom through mediation. Unlike other types of disputes, trust and estate fights often involve the break-down of family relationships over inheritances. Read more

Supported decision-making as an alternative to the probate conservatorship system. Read more

A personal representative may not represent the estate in propria persona even in the probate action on claims pursued for the benefit of the estate’s beneficiaries. Read more

Client trust accounting is a balancing act. To keep from stumbling over, you have to keep the ledgers up to date, checked and balanced. Read more

Are irrevocable trusts truly irrevocable?  One way to change the terms of an irrevocable trust is by decanting.  In this episode, our guest Michael Rosen-Prinz will be discussing the particulars of California’s decanting statute.  Read more

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

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

Senate Bill 1005 imposes protective measures that safeguard the sale of a conservatee’s former or current personal residence in a partition action. Read more