Charitable lead trusts fall into the general category of trusts that benefit charities. Sometimes known as CLTs, these...
What You Need to Know About Charitable Lead Trusts
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California Estate Planning Attorney
What Does A Successor Trustee Need To Know?
It is a great honor to be named a successor trustee in someone’s revocable living trust document. However, the honor...
What Estate Planning Documents Should I Have When I Retire?
"Few retirees have all of these documents that are crucial to their golden years — especially during a pandemic.”...
How to Plan for a ‘Black Sheep’ Kid in Will
“There are several myths about how estates must be distributed that can lead to lots of worry about what will happen...
What Happens If Trust Not Funded
“Revocable trusts are a very popular and effective estate-planning tool. However, the trust will be ineffective, if...
What Should I Know about a Living Trust?
“A living trust is an estate planning legal document that contains your instructions and authorization for what you...
What is Considered Community Property in California Inheritance Law?
California is a community property state. How will you know what is considered community property in California...
Asset Ownership & Funding a Revocable Trust
Many things can go wrong when you are developing an estate plan. A failure to follow-up with appropriate paperwork can...
What are Trustee Fees?
“When creating an estate plan, it may be necessary to name a trustee to handle your assets.” A frequent example is...
What Do I Need to Know about a Family Trust?
A trust can be used to manage estate taxes, shelter assets from creditors and pass on wealth to future generations. A...
What Is a Conflict of Interest for a Trustee of a Trust?
If you are the trustee of a trust or benefit from one, it can be helpful to know the conflict of interest rules for...
What Is a California Pour-Over Will?
Creating an estate plan often begins with drafting a will to explain how you would like your property distributed...
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