News & Analysis as of September 19, 2024

Successors

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Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process. less -

Experts Beware: Estate of Martino and a Zen Buddhist Approach to Intestate Succession

Downey Brand LLP on 11/21/2023

I am not an expert on Zen Buddhism. However, even if I had spent decades of my life studying its tenets (instead of, for example, baseball stats from the 1920’s), I would hesitate to call myself an expert because of what...more

I’m A Childless, Single Adult. How Do I Navigate Establishing Fiduciaries?

Burns & Levinson LLP on 10/13/2023

Many people default to nominating a spouse or a child as personal representative of their estate or trustee of their trust, if they have one. However, when one has neither a spouse nor a child, who should one choose to fill...more

What to Expect: Your First Meeting with an Estate Planner

Burns & Levinson LLP on 9/29/2023

Any estate planning professional will tell you everyone should have an estate plan. But we also understand that the whole process can feel a bit daunting—finding an estate planning attorney, getting organized, making...more

Challenging a Will: What We Can Learn From Priscilla Presley

Burns & Levinson LLP on 3/31/2023

Elvis Has Left the Building - In 1977, when Elvis Presley died (to put a complicated situation very simply), his estate and any future royalties generated by his intellectual property, including his music, passed into a...more

The Estate Planner, January/February 2023

Shumaker, Loop & Kendrick, LLP on 12/28/2022

Pay attention to securities laws when planning your estate - Do your assets include unregistered securities, such as restricted stock or interests in hedge funds or private equity funds? If so, it’s important to consider...more

I Am a Child of an Affair. What Rights Do I Have to My Parent’s Estate?

Burns & Levinson LLP on 7/12/2022

Picture this: your family has a longstanding rumor that you are the child of an affair. Not only that, but it is an open secret who your family believes your other parent is. One day, you hear that the possible other parent...more

The Estate Planner, May/June 2022

Shumaker, Loop & Kendrick, LLP on 5/23/2022

You’ve received an inheritance: Now what? If you’ve received, or will soon receive, a significant inheritance, it may be tempting to view it as “found money” that can be spent freely. But unless your current financial plan...more

Yours, Mine, and Ours: Estate Planning for Blended Families

Ward and Smith, P.A. on 4/15/2021

According to recent statistics, four out of every ten families are blended families. As you might expect, estate planning for blended families is often complicated. Proper planning requires not only careful financial and...more

Take a Fire Prevention Approach to Your Estate Plan

Downey Brand LLP on 12/29/2020

As we enter the New Year, it’s a good time to revisit your estate plan. The big question is whether your will, trust, power of attorney, and advance health care directive accomplish your personal objectives. Guidance from an...more

Who Gets the Tahoe House and Other California Real Estate Inheritance Disputes

Downey Brand LLP on 10/27/2020

Many California trust and estate disputes involve the allocation of real estate amongst several beneficiaries. Mom and Dad, may they rest in peace, owned an upscale home in the Fab 40s neighborhood of East Sacramento, a sweet...more

The Importance of Regular Check-ups for a Healthy Estate Plan

Shutts & Bowen LLP on 10/26/2020

After creating and implementing a plan for your estate, it is important to regularly revisit your plan to ensure that it is still reflective of your values and goals for passing along your legacy. Seemingly small changes in...more

Why You Need a Trust

Burns & Levinson LLP on 9/27/2019

People often ask “Why do I need a trust?” Some folks think they can get by with a simple will. Here is why you probably need more than that...more

Stepmother vs. Stepchild, Now Playing in a California Probate Court Near You

Downey Brand LLP on 4/24/2018

Stepmothers are frequent characters in California trust and estate litigation, as they are in fairy tales and Disney movies. With about half of all marriages ending in divorce, there are many stepmother/stepchild...more

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