Attorney Curtis Mark Kaiser's Legal Cases

Probate

Probate - Orange County Superior Court

May 14, 2014

OUTCOME: Court Approved

Filed Petition for Probate with Will Annexed in the Estate of Dawson. The living trust for the decedent was lost and only the Pour Over Will could be found. I successfully filed the resignations and ... nominations of all previously named executors, got my client, a daughter, appointed as the personal representative, probated the estate, and facilitated the distribution of all assets to decedent's heirs and beneficiaries, decedent's two daughters.

Probate

Heggstad Petition - Los Angeles County Superior Court

May 12, 2014

OUTCOME: Court Approved

Filed a Petition for Order Confirming Successor Trustee and Trust Assets in the Matter of Price Living Trust to transfer the decedent's personal residence into his living trust to avoid a full probate. ... The trust was done with Legal Zoom, who did not provide a deed to the trust and did not give the decedent directions that he would need to take that extra step to put his home into his trust.

Probate

Petition to Determine Succession to Real Property - Orange County Superior Court

May 12, 2014

OUTCOME: Court Approved

Filed Petition to Determine Succession to Real Property in the Estate of Sanders for a 20% interest she owned with her registered domestic partner, my client, in Laguna Niguel, along with her personal ... vehicle. I successfully negotiated an agreement with decedent's son on so her registered domestic partner could obtain complete ownership of the home which originally was his separate property.

Probate

Affidavit Re Real Property of Small Value - Los Angeles County Superior Court

Feb 05, 2014

OUTCOME: Court Approved

Filed Affidavit Re Real Property of Small Value in the Matter of D. Minami confirmed a 1/6 interest in a 1/2 interest of real property owned by decedent to his personal representative, successor in int ... erest and sister.

Probate

Probate - Los Angeles County Superior Court

Nov 04, 2013

OUTCOME: Court Approved

Filed Petition for Probate of the Estate of MacKenzie, which involved using the "Pour Over Will" to gain control of significant amount of liquid assets left out of her living trust put into the trust p ... er court order for distribution to her heirs and beneficiaries.

Probate

Probate - Los Angeles County Superior Court

Sep 12, 2013

OUTCOME: Court Approved

Filed Petition for Probate of the Estate of Minami, which involved getting administrator appointed and facilitating distribution of decedent's property via intestate succession.

Estate planning

Brother Attempted to Evict Brother from Late Mother's Home

Sep 15, 2009

OUTCOME: Favorable settlement for my client

My client's lived in his late mother's home with her and took care of her. After his mother died, his brother attempted to take control of the mother's assets and evict my client. The mother had ... created two trusts. One giving half of the assets to each of her sons a few years before she passed. Another trust was created shortly before she passed away giving the assets to the other son. We initially attempted to resolve this without litigation, but the other side was unwilling to compromise. By initiating the litigation process, we were able to keep my client in the home and secure a favorable division of the other assets.

Estate planning

Avoided Potential Litigation Between Cousins

Jan 01, 2009

OUTCOME: Favorable settlement for my client

I represented an individual who had been unable to coax her cousin - the trustee of a trust - to comply with the trust's instructions to liquidate the trust assets and distribute them among the benefic ... iaries. By showing the trustee the benefits of complying with the trust -- and the significant risks for him of failing to follow the terms - we were able to liquidate and distribute the trust assets without costly litigation.

Curtis Mark Kaiser's Legal Cases (18)

Probate - Orange County Superior Court

Heggstad Petition - Los Angeles County Superior Court

Petition to Determine Succession to Real Property - Orange County Superior Court

Affidavit Re Real Property of Small Value - Los Angeles County Superior Court

Probate - Los Angeles County Superior Court

Probate - Los Angeles County Superior Court

Brother Attempted to Evict Brother from Late Mother's Home

Avoided Potential Litigation Between Cousins