CALL US:  (925) 314-9999
barr_admin

Online Estate Planning Programs

December 5th, 2017

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 relative—and you’re leaving your infant child behind.  A few days before departure you wonder what happens if the plane goes down.  Who will inherit your estate or be your…

barr_admin

Electronic Wills: A Bad Idea From Across the Pond

December 5th, 2017

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 then, the British contrive an idea that shouldn’t be exported (taxation without representation comes to mind).  Recently, some United Kingdom lawyers proposed an update to inheritance laws that would allow…

barr_admin

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

June 12th, 2017

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 litigation. _________________ A “no contest clause,” according to California Probate Code section 21310(c), is “a provision in an otherwise valid instrument that, if enforced, would…

barr_admin

A Trustee’s Reasonable Reserve

February 21st, 2017

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 world believes, because sometimes, when it seems all the work is done—property sold, tax returns filed, taxes paid, creditors’ claims extinguished, and beneficiaries’ gifts distributed—things…

barr_admin

We often warn clients that mental capacity is a double-edged sword

November 20th, 2017

Edge #1 The current litigation involving billionaire media magnate Sumner Redstone illustrates the point.  Mr. Redstone, age 93, owns about 80 percent of CBS and Viacom—reportedly a $40 billion media empire.  In November 2015, Mr. Redstone’s former “companion,” Manuela Herzer, challenged Mr. Redstone’s mental capacity in Los Angeles Superior Court.  Ms. Herzer alleged that Mr….

© 2017 Barr & Young Attorneys | Developed by Comrade Web Agency