I ask this question and it’s personal to me… Do you have to change a California Scholarshare 529 account after the death of an owner?
Let’s talk through the mechanics of the situation and how it SHOULD operate first.
Let’s
Meissner, Joseph, Palley & Ruggles
The blog published by Meissner, Joseph, Palley & Ruggles focuses on California probate law and estate planning. It covers topics such as the probate process, conservatorships, guardianships, trust administration, and beneficiary representation. The blog discusses practical issues related to probate court petitions, small estate affidavits, and special administration. It also addresses estate planning strategies to avoid probate and minimize litigation risks. Additionally, the blog explores real-life examples involving celebrity estates, trust modifications, and legal interpretations of probate codes. The content aims to provide guidance on navigating California probate courts and managing estate and trust matters effectively.
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Latest from Meissner, Joseph, Palley & Ruggles
Donald Sterling and the sale of Los Angeles Clippers and the California probate code
By John Palley
It seems implausible that I would ask the question of the relationship between Donald Sterling and the sale of Los Angeles Clippers and the California probate code. However, I have reason to do so!
As far as I know Donald…
Rupert Murdoch looking to control his estate from the grave
By John Palley
Some people, including Rupert Murdoch apparently, like to put controls on their money and assets after they die. In the world of estate planning we call this controlling from the grave… not that there is anything wrong with it. Heck,…
Estate planning, Royal Family, celeb estates and what you can learn?
By John Palley
Clearly Queen Elizabeth II counts as a celeb estate, right!? Seeing this article got me thinking that we should talk about: Estate planning, Royal Family, celeb estates and what you can learn? This article is very interesting for several different…
Larry King’s widow settles $100 million war
By John Palley
While this is not a California probate case it is an interesting case related to death, a celebrity and money! Check this one out! I don’t know who’s the good guy and who’s the bad guy but interesting for sure!…
Shannen Doherty California probate celeb estate
By John Palley
Nothing draws eyeballs to my website like a celeb estate story. I don’t know about you but I will admit to watching Beverly Hills 90210. In fact, it was our Thursday night study break during law school back in the…
Carl Weathers California probate
By John Palley
I saw an article yesterday about Carl Weathers California probate. It made it sound as if Mr. Weathers died with under one million in assets. Though the article didn’t specifically say that I got that feeling – as if he…
How should you handle a beneficiary who is asking the trustee for paperwork
By John Palley
I get asked the question a lot that goes something like this:
How should you handle a beneficiary who is asking me, the trustee, for paperwork?
OR
Do I have to give the beneficiary a copy of the bank statements?…
OJ Simpson probate filed in Clark County
By John Palley
I am only a California attorney but like to tell you about celeb proceedings when I see them. This one is in Clark county (Las Vegas) Nevada but certainly this former California resident is newsworthy! It will be interesting to…
John Palley on a podcast talking about California probate and estate nightmares
By John Palley
On April 23, 2024 John Palley was a guest on a podcast talking about California probate and estate nightmares. The podcast is called Estate Planning Nightmares…. and how to avoid them by Jonathan Braddock. It is available in the all…