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Blog: Trust

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: 10.12.2023
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Guidance to Trustees: How to Distribute Trust Assets to Beneficiaries in California?

Many people mistakenly believe that the transfer of trust assets is simple and automatic. This misconception often results in disappointment when...
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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: 10.28.2020
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The 8 Stages of California Estate & Trust Litigation: Pleading

Estate, Trust, and Elder Abuse litigation begins with the pleading stage, in which the parties formally state their claims and defenses. A lawsuit is...
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Updated: 05.03.2022
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The 8 Stages of California Trust & Estate Litigation: Expert Witness Depositions

Expert witness depositions are part of the discovery stage of litigation, but they deserve special attention due to their high cost and particular...
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Updated: 01.11.2024
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The End of an Actor’s Life . . . and the Start of Trust Litigation?

In February 2014, acclaimed American actor Philip Seymour Hoffman died at age 46 of an apparent drug overdose. Hoffman was an extraordinary actor...
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Updated: 05.30.2023
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Trust Mediation in California Estate & Trust Litigation

When it comes to estate planning, setting up a trust can offer numerous benefits for both the grantor and beneficiaries. However, disputes can still...
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Updated: 01.11.2024
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The 8 of California Estate & Trust Litigation: Discovery

During the “Discovery” stage of litigation, each party discloses its evidence to the opposing party and simultaneously...
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Updated: 01.11.2024
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Arbitration Clauses in California Trusts

Under the right circumstances, binding arbitration can be a welcome alternative to court litigation. Arbitration can save the litigants time and...
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Updated: 11.27.2022
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Will Contests of the Rich and Famous – Huguette Clark

The New York Times reports on the strange case of Huguette Clark, a New York copper heiress who died in 2011 with an estate valued at over $300...
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