Tag Archives: inheritance

Trust Administration: Gifts and Personal Possessions, Internal Family Litigation, Elder Abuse

Family dynamics can be difficult to manage in the best of times. When the assets of an inherited estate are at stake, they can be even more problematic, especially when a complex family structure that includes children from multiple marriages … Continue reading

Posted in Estate Planning, Family Law, Trust Administration, Trusts & Estates | Tagged , , , , , , , , , , , , , , , , , , | Leave a comment

Gifts For Your Children: Selling or Transferring Property To Your Kids (Plus a Few Tax-Time Tips)

At this time of the year, we feel compelled to remind our followers of a couple of tax-time tips, all of which we have discussed several times in recent months: Recent changes to the law have forced financial institutions that … Continue reading

Posted in Estate Planning, Estate Tax, Gift Tax, Radio Show: Wealth Preservation and You, Residential Real Estate, Tax Law, Trusts & Estates | Tagged , , , , , , , , , , | Leave a comment

Community Property vs. Separate Property in California: Why the Facebook IPO Makes This Topic Relevant

It is fairly well-known that one of the primary reasons for divorce is a downturn in a married couple’s financial situation. The hardship of survival without enough money to pay your bills will put a strain on even the happiest … Continue reading

Posted in Asset Protection, California Real Estate Law, Estate Planning, Probate | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

“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 , , , , , , , , , , , , , , | Leave a comment