
Information Portal
The law is ever-evolving, and staying informed is crucial.
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Legal Updates: Explore articles on the latest legal developments, including key court cases, that impact estate planning in California.
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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