San Diego, CA
Probate Lawyer at San Diego, CA
Practice Areas: Probate, Trusts
Whether you are a business owner reflecting on your succession planning needs, or an individual who has amassed significant assets from sources other than a business, if you are married, a bypass trus...
See Full GuideNow that you have made the initial decision to have a living trust prepared, you might be asking "How Do I Transfer Property to my Living Trust"? How Do I Transfer Property to my Living Trust? It is f...
See Full GuideA will is a legal document that sets forth your wishes regarding the distribution of your property and the care of any minor children. Will (Self-Proving/Testamentary) To maximize the likelihood that ...
See Full GuideA trustee is the designated manager of a trust, and in this capacity, holds title to all the assets of the trust. WHAT IS A TRUSTEE? A trustee is the designated manager of a trust, and in this capacit...
See Full GuideA trustee in California has a broad discretion to determine their compensation if it is not stated directly in the trust instrument. Although the simple solution is to include a value in the trust, it...
See Full GuideBlended families, which are now quite common, come in all different shapes and sizes. Dying without an estate plan (intestate), such as a will or trust, has its own problems and especially with a blen...
See Full GuideIs an oral promise to make a will or trust enforceable under California law? Contrary to what many believe, California law provides for the enforcement of oral promises to make a will or trust. Howeve...
See Full GuideThe blended family is one where at least one spouse has at least one child from a prior marriage or relationship. For most, a second marriage or more can be a blessing. But for some they come with spe...
See Full GuideMost probate cases follow a similar pattern. It generally takes four to six weeks from the time a petition for probate is filed until Letters can be issued to the personal representative. However, in ...
See Full GuideMost probate cases follow a similar pattern. It generally takes four to six weeks from the time a petition for probate is filed until Letters can be issued to the personal representative. However, in ...
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