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We realize that trying to navigate court procedures on your own after the loss of a loved one can be a traumatic experience. Our team’s exclusive focus on trust and probate litigation allows us to leverage our broad experience and perspective to lessen your anxiety and aim for an effective, practical, and timely resolution.
You are not “just another client” to us. Let us help you to defend your loved one’s legacy and your own interests so that you can move forward with your life.
Learning Center
New Legislation in California
Assembly Bill No. 1866: An Act to Amend Section 15304 of the Probate Code, Relating to Trusts
Executive Summary: Effective January 1, 2023, California Probate Code Section 15304(c), if an otherwise valid asset protection trust allows for the settlor to be reimbursed for the taxes paid on behalf of the trust, …
New Case Law: WHITE v. DAVIS
(2023) 87 Cal. App. 5th 270
Executive Summary: (1) Applications for elder abuse restraining orders cannot be challenged under California’s anti-SLAPP statute when the applications did not arise out of “protected activity”, but rather out of actions to unduly influence an elder regarding their estate planning; …
Someone else claims to be the trustee, should I take her word for it?
Know your rights! As a legal heir, you are entitled to information about any trust that may have been created. Don’t let a trustee keep you in the dark. …
An Estate Administrator of Last Resort
Charlie’s neighbor passed away years ago, but the neighbor’s house has remained empty and unclaimed. Nobody seems to want to touch the property. What can Charlie do? …
Glossary
Many people know very little about trust or probate matters, and they can easily get overwhelmed by the specialized jargon. This glossary on trust and probate terminology explains many of the legal terms that are used in trust and probate matters.