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Category Archives: Executors & Fiduciaries

Woman Looking To Take Back Control Of Estate From Trustee

12/31/2022
Assuming the role of trustee over a trust account in Woodland Hills may be an unenviable task. By doing so, one agrees to manage the trust assets of another for the benefit of designated beneficiaries. Of course, those beneficiaries may ... Read More

How Can You Identify Undue Influence?

12/30/2022
The term “undue influence” refers to influence strong enough to abolish the free will of a person. Sadly, the undue influence over older and disabled persons is a growing problem in California and throughout the greater U.S., one that results ... Read More

Tips for Executors Getting Started With Probate

12/15/2022
If you are the executor for a loved one’s will, chances are at least a portion, if not the entirety of the estate must pass through California probate. The process is often time-consuming as it has a significant number of ... Read More

How Can Undue Influence Invalidate a Will?

12/13/2022
If you are like many people in California and across the United States, you created your last will and testament while you were of sound mind and body. When writing your will, you determine who you want to have your ... Read More

What Are The Benefits of a Trust?

12/13/2022
Any California residents who are dealing with matters of an estate for perhaps the first time can likely have a lot of good questions. Let us focus on trusts, and what their benefits can be for you and your estate. ... Read More

Should Your Attorney Be Your Executor?

12/13/2022
As you likely already know, when you make a Last Will and Testament in California, in addition to naming the heirs who you want to receive your property upon your death, you also appoint an executor to carry out your ... Read More

How can you identify undue influence?

12/13/2022
The term “undue influence” refers to influence strong enough to abolish the free will of a person. Sadly, the undue influence over older and disabled persons is a growing problem in California and throughout the greater U.S., one that results ... Read More
My Mother Has Alzheimer’s Can I Get Conservatorship

My Mother Has Alzheimer’s, Can I Get Conservatorship?

12/12/2022
Learning that your parent has Alzheimer’s or another form of dementia can be overwhelming. Often, by the time the condition is suspected, the individual’s symptoms may be interfering with their ability to attend to their care and responsibilities. If your ... Read More
An elderly couple looking through their options on a law website

Should your spouse act as executor of your estate?

12/12/2022
Creating an estate plan can make your passing easier on your surviving family members. By getting your affairs in order well before your demise, you can ensure that family members know your wishes for healthcare, funeral arrangements, property distribution and ... Read More
Choosing A Personal Representative

Choosing a Personal Representative

12/07/2022
Your California last will and testament is a critical legal instrument that allows you to say what assets you have and where you want them to go, provide instructions regarding your final wishes, and name potential guardians for your minor ... Read More