Blog Header

In: Beneficiaries

U.S. v. Harris
August 23, 2017

In a recent case that reached the United States Ninth Circuit Court of Appeals, the Court ruled that assets in Third-Party…

Read More
Contractual Theft
August 1, 2016

As indicated in an article I wrote on May 3, 2016 regarding the withholding of death benefits by insurance companies, there…

Read More
Living Trust Schedules of Assets Ultimately Important
May 3, 2016

If you saw 60 Minutes on CBS Sunday night you had to be astounded by the absolute greed and thievery of…

Read More
New California Law: Transfer on Death (TOD) Deed
April 4, 2016

New California Law: Transfer on Death (TOD) Deed  ALERT: New California Law Avoiding Living Trust Arrangements Could Cause More Attorney Fees…

Read More
Why Living Trusts are Failing in California
October 27, 2015

Have you ever heard of a situation in which a son or daughter lost their inheritance in a divorce, lawsuit or…

Read More
Living Trust and Estate Planning Hypothets Based on Actual Family Issues
September 29, 2015

Estate Planning with Minor Children: Mick and Mona have 3 minor children ages 12, 10 and 8. Mick and Mona have…

Read More
Why Estate Planning With A Living Trust Is Critical For Minor Children
March 31, 2015

Talk about a costly minefield for young adults- failing to utilize a Living Trust in California. It happens quite frequently because…

Read More
Intentional Infliction of Emotion Distress by Trustee
January 23, 2015

Attention all of you Trustees of Living Trusts and children beneficiaries of the Trust- This case is a wake-up call. You…

Read More
Living Trust Contests in California
January 23, 2015

In a recent California case, the California No Contest provisions in a Living Trust were tested. In Balian v. Balian decided…

Read More
IRAs Now A Creditor Target
September 15, 2014

In light of the recent U.S. Supreme Court case of Clark v. Rameker, creditors will begin to zero in on Inherited…

Read More