Tag Archives: no contest clause
The Probate Court Process; What Constitutes a Proper Will; Contested Wills
The most important message we like to communicate about probate court is that it should be avoided at all costs – under most circumstances. We recently discussed this issue on our weekly radio and web broadcast on KDOW 1220 AM, … Continue reading
Posted in California Trust Law, Estate Planning, Probate, Radio Show: Wealth Preservation and You, Trusts & Estates
Tagged Bay area, beneficiaries, California Estate Planning Attorney, California Probate Code, complex family structure, conflict of interest, Connie Yi, Contested Will, designated beneficiaries, disinterested parties, estate planner, executor of the estate, Financial accounts, fireproof lockbox, IRA, jurisdiction, KDOW, liquid assets, Mark Morris, no contest clause, own handwriting, Pleasanton, Probate, probate court, Proper Will, public notice, safety deposit box, San Francisco, San Jose, San Mateo, state of mind, testamentary intent, trustee, undue influence
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Living Trust And Estate Tax Laws May Change. Will Your Estate Plan Still Be Appropriate?
We have recently written about living trusts, and their impact on estate taxes, but we feel the need to address this topic again, because of the uncertainly concerning the current federal estate tax laws, which expire at the end of … Continue reading
Posted in Estate Planning, Estate Tax, Radio Show: Wealth Preservation and You, Tax Law, Trust Administration, Trusts & Estates
Tagged $1-million, $5-million, abandoning property, divide an estate, estate plan, Estate Tax Laws, estate tax-rate, estate taxes, KDOW, life trust, Living Trust, living trusts, no contest clause, non-traditional families, power of termination, tax liability, transfer trust, trust fund, trust fund beneficiaries, trustee powers, trustee protector
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“No Contest Clause” Can Be Complicated Without An Experienced California Probate Law Attorney
If you are a beneficiary of an estate or trust, based on a will that contains a “no contest clause,” you are restricted from challenging certain provisions of that will. However, in California, that does not mean you are not … Continue reading
Posted in California Trust Law, Probate, Trust Administration, Trusts & Estates
Tagged attorney, California probate attorney, California Probate Code, California probate law, estate executor, estate trustee, fiduciary, Hearst grandchildren, inheritance, Kathleen Jackson, legal system, Michael Jackson, no contest clause, trust beneficiary, William Randolph Hearst
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