Helpful Trust & Probate Blog Articles
What a Successor Trustee Must Do During Trust Administration After Death
For anyone named as a successor trustee, the first 60 days are often the most stressful and legally sensitive period. California law imposes specific duties, notice requirements, and deadlines that trustees must follow to protect trust beneficiaries, preserve assets, and avoid personal liability.
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.
What Happens When the Trust and Transfer on Death Instructions on Accounts are Different?
Sometimes there may be a discrepancy between the living trust provisions and the Transfer on Death indication of an old investment or banking account. What happens in these situations? What do California’s probate laws say?
Estate Planning Glossary
As a law firm specializing in living trusts, estate planning, and probate solutions, we understand that legal terminology can be overwhelming and confusing. Therefore, we have compiled a glossary of legal terms to help our clients and users better understand the legal concepts central to our practice.
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 will automatically be transferred to the appointed heirs and beneficiaries. This isn’t necessarily the case.
What Happens When a Bank Refuses to Accept Your Power of Attorney?
A financial power of attorney authorizes a loved one to manage your finances and to conduct business transactions on your behalf, should you become unable to handle those matters yourself. But what happens when a third party, such as a bank or credit union, refuses to acknowledge a properly executed power of attorney document?