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Information Portal

The law is ever-evolving, and staying informed is crucial.

  • Legal Updates: Explore articles on the latest legal developments, including key court cases, that impact estate planning in California.

  • Estate Planning Fundamentals: Access high-level insights on general estate planning principles and answers to frequently asked questions about trusts, wills, powers of attorney, health care directives, probate, spousal property petitions, trust administration, and litigation.

 

While we strive to provide valuable information, please remember that these resources are for informational purposes only and do not constitute legal advice. For personalized guidance, consult with your attorney.

Legal Updates

Case review

Trusts Can Avoid Costly Inheritance Battles with Stepchildren

Estate of Martino, 96 Cal. App. 5th 596 (2023)

Topics: Probate, intestate, revocable trust, stepchildren, inheritance litigation and disputes

Current events

Proposition 19: A Silver Lining for Wildfire Victims

Topics: Property taxes, wildfires, Proposition 13, Proposition 19

Case review

What Constitutes an "Amendment" to the Trust?

Haggerty v. Thornton, 15 Cal.5th 729 (2024)

Topics: Revocable trust, amendment, trust litigation

New legislation

New Law May Provide Protection for Surviving Spouses from Debt

AB 1716 (2022)

Topics: Death, debt, surviving spouse liability, community property

Estate Planning Fundamentals

Probate

Overview of the Probate Process in Southern California

Topics: Probate, intestate, Orange County, Riverside, Los Angeles, San Bernardino

© 2024 by Law Office of Robert E. Hales, A Professional Corporation

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