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Wills and Trusts

Recent Posts in Wills and Trusts Category

  • A Deeper Look into Probate, Last Wills and Revocable Living Trusts

    In a previous article, I shared a few stories about some eccentric persons’ last wills. Although the wills provided some entertainment value, most likely, none of you garnered a lot of useful information from reading them. I merely reinforced the notion that you should plan for your death. No news flash there. Unfortunately, as an estate planning attorney, I deal with taboo subjects like death and ...
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  • Colorful Goodbyes

    Many people view their last will and testament as a final opportunity to make a statement to the world about who they are and who and what they care about. Some of the most notorious devisees immediately come to mind. Leona Helmsley aka the “Queen of Mean ”: The infamous tax felon left 12 million dollars to her Maltese “Trouble” while two of her grandchildren received the big goose egg. The other ...
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  • Beneficiaries' Rights and No Contest Clauses in Trusts

    Many times, clients plan ahead and have an experienced lawyer draft an estate plan which includes a trust. The clients then duly transfer their assets into the trust. As a result, when they die, their heirs do not have to go through the California probate process because their property will be distributed by their named successor trustee pursuant to their wishes as outlined in the trust. ...
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  • What do you do when your loved one dies and you can't find a will or trust?

    Unfortunately, when people die, they do not necessarily leave directions as to where important documents can be found. As a result, their loved ones end up sorting through piles of paperwork to try to find a trust or will. Obviously, the best way to avoid this situation is to set up an estate plan and either give copies to your loved ones or tell them where they can be located. In the absence of ...
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