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Category: Trust administration

12
06 '17

The Limited Effectiveness of “No Contest” Clauses in California Trust & Estate Litigation

One of the biggest misconceptions in California trust litigation concerns the effectiveness of no contest clauses.  This article explains no contest clauses and their limited effectiveness in California trust and estate...
14
12 '16

Probate Code 16004.5: Release of Trustee’s Liability

At the conclusion of a trust administration, trustees sometimes ask beneficiaries to acknowledge receipt of their final distribution and release the trustee of liability. While seeking a release is permitted...
16
11 '16

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 administration is complete. The key here is the...
02
11 '16

Millennials – Saving by the Numbers

Almost half of all Americans under the age of 30 do not save for retirement. Further, there appears to be a disparity between what many millennials believe to be good...
26
10 '16

Trump v. Clinton on Estate Taxes

As this dismal election season slouches towards Gomorrah, we examine the candidates’ positions on two issues familiar to San Francisco Bay Area trust and probate attorneys—the federal estate tax and...