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, published by Weintraub Tobin, focuses on legal issues related to estate planning, trust administration, fiduciary duties, conservatorships, probate, and related litigation. It covers topics such as the responsibilities and challenges faced by trustees and conservators, reforms in conservatorship law, fiduciary accountability, estate and trust dispute resolution, and practical guidance for managing estates and trusts. The blog also addresses legislative changes affecting trusts and estates, fiduciary fee disclosures, and the legal implications of estate planning decisions. It serves as a resource for understanding the legal framework and procedural aspects of trusts and estates law.
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…
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…
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…
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 –…
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.…