Schedule a Free Consultation 951.363.2134

Blog Posts in Trusts

All Posts
  • Explaining Dynasty Trusts and Philanthropy
    Explaining Dynasty Trusts and Philanthropy

    Dynasty Trusts ensure that wealth gets passed down to successive generations. In fact, the special tax provisions in this wealth-building vehicle can allow you to amass a fortune relatively quickly. ...

    Read More
  • Why a Trust and Not a Will in California?
    Why a Trust and Not a Will in California?

    A frequent question that comes up when doing estate planning in my Newport Beach, California office is why should one pay for a trust, when a will is so much cheaper. My response is are you thinking ...

    Read More
  • My Loved One Died; How Do I Know if a Probate is Necessary in California?
    My Loved One Died; How Do I Know if a Probate is Necessary in California?

    Virtually every decision regarding probate is based on title to or value of assets owned by the decedent. Title is important because ownership can transfer as a matter of law (e.g. joint tenancy with ...

    Read More
  • If a Parcel of Land Owned by a Decedent Was Not Titled to the Trust in California, is All Lost?
    If a Parcel of Land Owned by a Decedent Was Not Titled to the Trust in California, is All Lost?

    In other words, must there be a full-on probate in California because the real property asset (assuming a value in excess of $20,000.00, no joint tenancy or transfer on death provision in the deed) ...

    Read More
  • I’m the Successor Trustee in California; What do I do Regarding Giving Notice?
    I’m the Successor Trustee in California; What do I do Regarding Giving Notice?

    In California, a typical estate planning tool is the revocable trust. A husband and wife usually create one jointly, with the two of them serving as co-trustees until one dies. Then the other becomes ...

    Read More
  • When can Judgment Creditors Reach the Assets of a California Spendthrift Trust?
    When can Judgment Creditors Reach the Assets of a California Spendthrift Trust?

    In California, Probate Code Sections 15300-15301 protect the principal and income of a spendthrift trust from judgment creditors. A spendthrift trust is one where there is a restraint written the ...

    Read More