A living trust can be an effective way to transfer assets to your heirs upon your death. However, it’s important to remember that creating trust is merely the first step. It’s equally essential to ensure that the trust is fully funded. I
What Can I Do if the Trustee Won’t Give me a Copy of the Trust?
What happens when a trustee fails in their duty to provide beneficiaries with a copy of the living trust? This scenario happens all too often, but California Probate Court has some provisions in place, allowing beneficiaries to compel the trustee to provide a true and complete copy of the trust....
What are the Trustee’s Duties to Provide Notice to the Beneficiaries After the Creator of the Trust Has Passed Away?
When you serve as a trustee, one of your core responsibilities is to appoint someone to serve as your successor, taking over the administration of the trust after you pass away. Given the weighty responsibilities of managing a trust, this is not a duty to be taken lightly.
What Happens When a Bank Refuses to
Accept Your Power of Attorney?
o succeed in a case against a bank, of course, you’ll need to match their resources and legal expertise.
Three Reasons to Avoid Probate Court
Curious about why you’d want to bypass probate court… and how to effectively do so? Consider some tips from estate planning attorney Max Alavi. Three Reasons to Avoid Probate Court A common misconception about estate planning is that, if you die but you have a will in place, your assets...
3 Key Provisions in Your Financial Power of Attorney
There are several important provisions to include in your financial power of attorney, including: The power to gift. The power to amend an estate plan. The power to prosecute and defend legal actions. Learn about these provisions' advantages and potential risks from living trust attorney Max Alavi. 3 Key Provisions...
Is Your Estate Plan Complete?
Statistics show that roughly two thirds of Americans do not have an estate plan in place. Even if you’re in the minority of people who do have an estate plan, it’s possible that your estate plan lacks critical components. It’s crucial to review your estate plan regularly, updating and revising...
Estate Planning Glossary
we have compiled a glossary of legal terms to help our clients and users better understand the legal concepts central to our practice
What Happens When the Trust and Transfer on Death Instructions on Accounts are Different?
No family wants to face this level of tension or acrimony. One of the primary goals of estate planning is to provide clarity so that this kind of discord never happens. That’s what makes it so important to ensure that all elements of your estate plan are harmonized, something that...
Max Alavi, Attorney at Law, APC: Contested Trust Litigation “Win”
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, could reclaim trust assets denied to our client, who had been...