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Aug 01, 2020

Why do family feuds erupt over a loved one’s estate?

Estate conflicts rarely end with everyone satisfied with the results. Even worse, they can tear an entire family apart. Even when the estate fight is limited to just a few heirs, the rest of the family may “take sides” and add to the conflicts. So, what…

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Jul 01, 2020

How can you prove a breach of fiduciary trust?

Choosing someone to take care of your trust, estate or conservatorship is a big decision. It requires a lot of trust. It is disappointing if you find the person that you or a relative trusted has let you down. To prove a breach of fiduciary trust…

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Jun 12, 2020

Guardianship may be needed for those with special needs

As Los Angeles parents and caretakers of children with autism or other cognitive disabilities can attest, raising such a child is a unique joy. When the child turns 18, however, they become legally responsible for their own welfare and decisions in life — and not…

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Apr 06, 2020

Is that trust legally unenforceable?

Just because a trust was written a certain way does not mean it has to stand. It is possible for the trust to be legally unenforceable based on the conditions that it applies to the distribution of wealth. Remember that social norms shift and change…

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Mar 20, 2020

Starting your estate planning today? Here’s what to expect

Life is incredibly fragile, and a lot of people these days are facing up to their own mortality. If you’re starting to think about your estate planning needs and want to get started, here are the things you can do right now: You have to identify your goals. Your values…

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Feb 27, 2020

If your loved one’s mental health declines, you may want to step in

Your loved ones are getting older, and you know that it’s just a matter of time before they cannot make decisions for themselves any longer. One thing that you fear is that their loss could end up making them vulnerable to people who want to…

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Feb 18, 2020

What is undue influence?

Creating an estate plan is a personal decision from the creator. They shouldn’t be influenced by other people for any reason. There is a chance that a person’s estate plan might come into question after they pass away because of a claim of undue influence.…

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Feb 17, 2020

Removing a trustee from the family trust: What you should know

Tensions sometimes develop between the beneficiaries of a family trust and the trustee. When those tensions escalate, the beneficiaries may decide that it’s time to see if the trustee can be removed. Where can you start? Here are some suggestions: Get an order to comply: If…

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Feb 14, 2020

Undue influence: A question of power dynamics

One common reason for estate disputes is the allegation from one heir or beneficiary that someone else used undue influence on the testator and therefore convinced that person to write their will in a way that benefited someone unfairly or against the testator’s real wishes.…

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