Los Gatos, CA
Estate planning Lawyer at Los Gatos, CA
Practice Areas: Estate Planning, Trusts ... +3 more
OUTCOME: All trust beneficiary confirmed as to the surviving spouse
Santa Clara County, California Superior Court, Probate Division. Trust petition to ascertain trust beneficiary as decedent drafted his own trust through Legal Zoom Online Website.
OUTCOME: Court approved as no trust split required
Husband and wife established an A/B Mandatory Trust. many years ago; never have it reviewed and updated since then. Husband died with limited assets; not cost efficient to split A/B. Trustee file pet ... ition for authorization not to split the trust based on changed circumstances and unanimous consent of all adult beneficiaries.
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