Like most estate planners, we always remind clients that tax and estate planning laws are subject to change and frequently do. As busy practitioners, it is impossible for us to reach out to every client when a change might affect
The Trusts & Estates Law Blog
Latest from The Trusts & Estates Law Blog - Page 3
This Time, It’s Personal: Beware The Misleading Use of “Personal Property” In Your Estate Planning Documents
It is generally accepted that “personal property” refers to all property aside from real property. But in California, that isn’t always the case when it comes to making gifts of your property in a will or a trust. California courts…
This Time, It’s Personal: Beware The Misleading Use of “Personal Property” In Your Estate Planning Documents
It is generally accepted that “personal property” refers to all property aside from real property. But in California, that isn’t always the case when it comes to making gifts of your property in a will or a trust. California courts…
Dead Men Tell No Tales and Other Issues with Contracts to Make a Will
First, what is a contract to make a will?
A contract to make a will is exactly as it sounds. It is an agreement to provide for a person as part of a decedent’s will. The terms of the agreement…
Dead Men Tell No Tales and Other Issues with Contracts to Make a Will
First, what is a contract to make a will?
A contract to make a will is exactly as it sounds. It is an agreement to provide for a person as part of a decedent’s will. The terms of the agreement…
When Do You NOT have the Right to Remain Silent? Conservatorship Proceedings and Equal Protection Clause Claims
Thanks to Law and Order, we’re all familiar with the beginning of a person’s Miranda Warning: “You have the right to remain silent. Anything you say can and will be used against you in a court of law.” What many…
When Do You NOT have the Right to Remain Silent? Conservatorship Proceedings and Equal Protection Clause Claims
Thanks to Law and Order, we’re all familiar with the beginning of a person’s Miranda Warning: “You have the right to remain silent. Anything you say can and will be used against you in a court of law.” What many…
Casebriefs – How Recent Decisions Could Impact You
In our monthly department meetings, the trusts and estates group at Weintraub keeps current by reviewing recent cases and discussing how they could affect our practice. See below for some highlights from the past few months:
Pena v. Dey –…
Casebriefs – How Recent Decisions Could Impact You
In our monthly department meetings, the trusts and estates group at Weintraub keeps current by reviewing recent cases and discussing how they could affect our practice. See below for some highlights from the past few months:…
There’s No Place Like Home – Heightened Evidentiary Standard for Moving Conservatees from Their Personal Residence
Frequently when a conservatorship proceeding is commenced, the proposed conservatee is residing in his or her personal residence. Having a conservatorship established can be a distressing experience for a conservatee who has awareness of the effect of such a proceeding.…