Funding your trust is one of the single best things you can do to spare your beneficiaries from the probate court. Find out more about what it means to fund a trust, which items to include, and which items to leave out. Seek insight from Max Alavi APC, OC Trusts...
Category: Probate and Trust
Do I Really Need to Create a Living Trust?
A living trust can be an important estate planning tool, helping you pass along your assets to the intended heirs without the need for the probate courts to intervene. Find out more about the benefits of establishing a living trust, and the reasons to hire an experienced living trust lawyer,...
The Importance of Properly Funding Your Trust
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 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 a number of 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 the advantages and potential risks of these provisions from living trust attorney Max Alavi. 3...
What is the outcome when the trust and transfer on death instructions on accounts are different?
Ideally, a family living trust should be funded with all the assets so they all pass to the beneficiaries through the trust. Of course, this doesn’t always happen. More often than we would like to see, individuals who have set up trusts still have banking and investment accounts with old...
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 was able to reclaim trust assets denied to our client who...
Max Alavi, Attorney at Law, APC: Excited to Announce Relocation of Main Office to New Location
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...