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Blog: Trust Litigation

Updated: 10.12.2023
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California Prudent Investor Rule for Trustees in 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...
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Updated: 04.18.2023
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Will vs. Trust in California: What to Choose in 2022

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...
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Updated: 10.28.2020
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Online Estate Planning Programs

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...
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Updated: 01.11.2024
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Arbitrations v. Class Actions

The Consumer Financial Protection Bureau recently finalized a controversial rule that prohibits financial-service companies from including...
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Updated: 10.28.2020
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The Limited Effectiveness of “No Contest” Clauses in California Trust & Estate Litigation

A “no contest clause,” according to California Probate Code section 21310(c), is “a provision in an otherwise valid instrument...
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Updated: 01.11.2024
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How Should I Title My House?

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...
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Updated: 01.11.2024
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We often warn clients that mental capacity is a double-edged sword

Edge#1 The current litigation involving billionaire media magnate Sumner Redstone illustrates the point. Mr. Redstone, age 93, owns about 80 percent...
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Updated: 01.11.2024
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Avoiding Trust Litigation-the Benefits of a Trust Accounting

Many estate and trust litigation cases could be avoided if non-professional trustees understood the benefits of preparing a trust accounting. The...
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Updated: 10.28.2020
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The 8 Stages of California Trust & Estate Litigation: Trial

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...
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Updated: 12.24.2020
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Estate Tax Changes in 2013 – “Portability” Becomes Permanent

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