Category: Probate and Trust

Newport Beach, California, October 2018 – Max Alavi, Attorney at Law, APC would like to announce the successful conclusion of another litigated trust matter. After a two-year battle in the Orange County Courthouse, Max Alavi, Attorney at Law, APC was able to reclaim trust assets denied to our client who...

Newport Beach, California, October 2019 – Max Alavi, Attorney at Law, APC is pleased to inform you of our new office location at 2424 SE Bristol St. This move will allow for the further expansion at a more client-friendly location situated off the 73 Freeway for easy travel access and...

Setting up a living trust is an important tool to provide a smooth and cost-effective transfer of assets to your heirs when you pass. However, creating a trust is just the first step. The next crucial step in the process is funding the trust. “Funding the trust” refers to the...

Every now and then we encounter situations where a trustee refuses to provide a copy of the trust to the beneficiaries. This leaves the beneficiaries uneasy, as the trustee carries on the affairs of the estate while the beneficiaries are left in the dark. Fortunately, the California Probate Code has...

The most common purpose for setting up a living trust is to protect your heirs from having to go through the probate process when you pass away.  Probate is the term used to describe the legal process in which the state court determines how the assets of a deceased’s estate...

As a general rule: Do not change the ownership of these to your living trust. You can name your trust as the beneficiary, but be sure to consider all your options, which could include your spouse; children, grandchildren or other individuals; a trust; a charity; or a combination of these....