Prepare for Tomorrow. Let Our Experience Work for You Today.

Law Blog

Featured Article

When a Professional Fiduciary is Advisable and Why May 25, 2017

Many have never heard the term "professional fiduciary" before, but professional fiduciaries are fairly common in estate management in California today. A professional fiduciary is an uninterested party who is either appointed as personal representative of an estate by a ...

When a Professional Fiduciary is Advisable and Why May 25, 2017
Many have never heard the term "professional fiduciary" before, but professional fiduciaries are fairly common in estate management in California today. A professional fiduciary is an uninterested ...
Read More
The Importance of Funding a Trust April 12, 2017
While creating a trust is a great strategy for managing your estate in the event of your passing, unless your trust is "funded," it will be of little value. Only trusts that are funded can keep your ...
Read More
Premarital Agreements - Before and After February 15, 2017
Estate planning is not usually the first thing that comes to mind for those about to enter into a marriage, but planning out financial matters ahead of time can have a positive impact on a marriage. ...
Read More
Trust Litigation and When It Is Necessary January 10, 2017
After the passing of a loved one, the issue inevitably arises of how to dispose of the decedent's property. The foresight to provide a written revocable trust is of great help, but even this does not ...
Read More
The Basics of Trust Administration December 15, 2016
Trust Administration refers to the management and distribution of trust property by a legally designated person, usually referred to as a trustee. This is to be done in the best interests of the ...
Read More
Conservatorships Defined. August 19, 2016
What you need to know. In California courts, a conservatorship is ordered when a court finds a person is no longer able to properly care for and make decisions for his or herself. Dependent upon the ...
Read More