Practice Area: Estate Planning
Outcome: The Superior Court granted our Petition in full.
Description: PETITION FOR: (1) DETERMINATION THAT WIFE LACKS CAPACITY TO JOIN IN OR CONSENT TO PROPOSED TRANSACTION (2) AUTHORIZATION TO EXECUTE AND FUND REVOCABLE LIVING TRUST (3) AUTHORIZATION TO MAKE FEDERAL GIFT TAX ANNUAL EXCLUSION GIFTS (PROBATE CODE ยงยง3101(a) AND 2580), and (4) AUTHORIZATION T0 PROSECUTE PERSONAL INJURY MATTER AND TO TRANSFER ANY RECOVERY INTO LIVING TRUST