Blog: Trust Litigation

The California Prudent Investor Rule is a critical legal standard that governs the conduct of trustees in managing trust assets. This rule, which is...

How do you compare a living trust vs. a will in California? Wills and trusts both allow you to dispose of your property to beneficiaries. Beyond...

For many young parents this scenario is familiar: You and your spouse are flying across the country for some family event-a wedding, the death of a...

The Consumer Financial Protection Bureau recently finalized a controversial rule that prohibits financial-service companies from including...

A “no contest clause,” according to California Probate Code section 21310(c), is “a provision in an otherwise valid instrument...

If you are a married couple without a living trust, the manner in which you take title to your home can be critical. The three common ways for a...

Edge#1 The current litigation involving billionaire media magnate Sumner Redstone illustrates the point. Mr. Redstone, age 93, owns about 80 percent...

Many estate and trust litigation cases could be avoided if non-professional trustees understood the benefits of preparing a trust accounting. The...

Although most trust, estate, and elder abuse cases eventually settle, we prepare each case as if it will go to trial. All of the stages previously...

The “fiscal cliff” crisis of Christmas of 2012 culminated in the American Taxpayer Relief Act of 2012. The Act made permanent the...