One of the most common disputes is whether the trustee can sell a trust-owned house when a beneficiary objects. In...
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Do beneficiaries have a right to information from a trustee in California? | Bakersfield, CA
Beneficiaries in California generally have enforceable rights to information about a trust and its administration. Trustees who stay silent often...
What happens if a trustee does nothing in California? | Bakersfield Guide
If you have been named trustee and have not taken action yet, the most important thing to understand is this:...
Stretching Your IRA Beyond 10 Years With a Charitable Remainder Trust
When it comes to leaving an IRA to your children, changes to federal law have made things more complicated—and, potentially,...
$20,000 to $200,000: A Simplified Example of How Taxes Work When an Estate Sells Property
When a loved one dies, families often find themselves struggling not only with grief but also with the confusing world...
Shielding Benefits, Not Assets: The Truth About Special Needs Trusts
Introduction – Why Benefits Matter and How Easy It Is to Lose Them For many individuals with disabilities, public benefits...
Mind and Money: How California Law Decides if a Parent Can Make Estate Decisions
Mind and Money: How California Law Decides if a Parent Can Make Estate Decisions When an aging parent’s memory or...
Trusts vs. Creditors: What Works and What Doesn’t in California Estate Planning
Many Californians assume that placing assets into a trust automatically shields them from creditors. Unfortunately, this belief is only sometimes...