San Diego, CA
Probate Lawyer at San Diego, CA
Practice Areas: Probate, Estate Planning ... +2 more
OUTCOME: Petition granted - trust amended
Petitioned Probate Court to modify trust because one spouse incapacitated. Modification was to amend trust to delete provision requiring trust to be split upon death of first spouse, because not neces ... sary for tax reasons anymore, and clients did not want.
OUTCOME: Settlement
Represented friend of decedent, as beneficiary of decedent's pay-on-death bank accounts, against intestate heir of decedent. Friend was classified as caregiver of decedent by statute, and therefore t ... he law created a presumption of undue influence from the beginning, even though Decedent appeared to desire to give the property to friend. We were able to settle the case for an outcome which substantially preserved Decedent's wishes.
Ad
Transform legal challenges into solutions.
Connect now to review your situation.
