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Blog: Trust

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: 10.22.2021
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The 8 Stages of California Trust & Estate Litigation: Appeal

A party that loses at trial in a trust or estate dispute generally has a right to appeal. California Probate Code Sections 1300-1304 enumerate the...
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Updated: 10.28.2020
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Probate Code 16004.5: Release of Trustee’s Liability

The last steps in a  trust administration  include: Filing the final income tax return Obtaining an estate tax closing letter from the IRS...
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Updated: 10.28.2020
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Electronic Wills: A Bad Idea From Across the Pond

Proposed Inheritance Law Update We are big fans of our brothers across the Atlantic-the pint, the pub, the pound, the princess. But every now and...
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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: 10.28.2020
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Probate Code 15305: Support Creditor’s Claim Against a Spendthrift Trust

Many California living trusts contain a “spendthrift clause”- a clause designed to protect trust assets from claims made by a...
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Updated: 10.28.2020
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A Trustee’s Reasonable Reserve

In a trust administration, a “reserve” is money the trustee retains for a period of time after the trustee believes the trust...
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Updated: 05.30.2023
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How to Transfer Firearms from a Deceased Person to Trust Beneficiaries in California?

With over 300 million guns in the hands of private citizens in America, it’s not surprising that California trustees often find themselves in...
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Updated: 01.11.2024
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Can I Recover My Attorney’s Fees?

Litigation is expensive. Although every case is different, it is not uncommon for a case that runs through trial to cost each side hundreds of...
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