TITLE TO TRUST ASSETS
Jun 18, 2016
When the maker of a revocable trust, also known as the Trustor or Settlor (hereinafter "Trustor") dies the assets become property of the trust. Many people want to know the best way to transfer trust ...
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NO LIVING BENEFICIARY ON AN INDIVIDUAL RETIREMENT ACCOUNT (IRA)?
May 30, 2016
When someone dies owning an IRA, one of the most fundamental questions is who was named as beneficiary. Even though many people hire lawyers to prepare wills and trusts they often fail to plan their I...
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WHAT HAPPENS IF A PERSON DIES WITHOUT A WILL?
Apr 24, 2016
My father has no Will. My Mother has no Will. What can I do to distribute my father’s or mother’s estate or a loved one’s estate if there is no will? This is a question many have. One must look to Cal...
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REAL ESTATE NOT IN THE TRUST PROBATE OR “HEGGSTAD PETITION” NEW DEVELOPMENT
Mar 07, 2016
In March, 2015, an appellate decision was handed down from California's Fourth District Court of Appeals that is creating a lot of conversation among the entire Southern California probate community. ...
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CALIFORNIA SMALL ESTATE PROCEDURES
Jan 31, 2016
Depending upon the size and composition of the estate and the marital status of the decedent, different methods exist in California for the summary passing of title to estate property to the decedent’...
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ARE POUR-OVER WILLS SUBJECT TO FORMAL PROBATE ADMINISTRATION?
Jan 31, 2016
A pour-over will is like any other will, except that it has only one primary beneficiary, which is the testator's living trust. The pour-over will controls only probate assets, i.e., assets that are n...
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TITLE IN THE NAME OF A DECEASED SPOUSE OR DECEASED DOMESTIC PARTNER IN CALIFORNIA
Jan 30, 2016
Your spouse just died. You are distraught and in mourning over the death. Things appear to get even worse when you remember or learn that assets are in your deceased spouse’s name alone. Careful legal...
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SHOULD A PROBATE REPRESENTATIVE OR EXECUTOR HIRE A PROBATE LAWYER
Oct 07, 2015
In California, probate is handled in the California Superior Courts. If your deceased passed away while residing in Riverside County or San Bernardino County the probate must be filed in the county wh...
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WHAT ARE THE MOST IMPORTANT STEPS I NEED TO TAKE AFTER THE DEATH OF A LOVED ONE?
Oct 01, 2015
As a probate attorney, I’m often asked, “What are the most important steps I need to take after the death of a loved one?” While there are undoubtedly a ton of things to do in the days and weeks follo...
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WHAT DOES A PROBATE COURT DO?
Oct 01, 2015
California probate courts protect the interests of individuals including the administration of estates after someone dies. In addition the courts protect the rights of minors or mentally incapacitated...
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