Articles Posted in Civil Litigation

What is Filial Responsibility? (Fam. Code § 4400)
Underwood Law Firm, P.C.

It seems logical that a parent has a legal and moral duty to care for their children, but is there an inverse duty? Filial responsibility is the responsibility for a child to take care of their parents. This is important if you have a parent in need of support because failing to provide help may…

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What Are Your Rights as a California Registered Domestic Partner? (Fam. Code, § 297)
Underwood Law Firm, P.C.

Registered Domestic Partnerships are a legally recognized form of union between two adults who willingly engage in a relationship of mutual caring without marriage. Under California law, registered domestic partnerships receive the same state-level rights and responsibilities as married couples. Federal law does not, however, afford registered domestic partnerships the same legal recognition, rights, or…

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What is the Difference Between an Heir and a Beneficiary?
Underwood Law Firm, P.C.

“Who” gets “what” is the most important part of creating a will, trust, or other similar instrument. Often the terms heirs and beneficiaries come up and can be disputed during the probate process. The two terms often are mentioned in the same document and can seem like they refer to the same people. However, while…

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What Acts Breach a Fiduciary Duty?
Underwood Law Firm, P.C.

Fiduciary duties are legal obligations that one party owes to another in relationships involving trust, care, and loyalty. California law places significant emphasis on upholding these duties when fiduciaries, such as attorneys, fail to act in their client’s best interests, often for personal gain or through negligence. Breaches of fiduciary duties carry serious legal and…

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What is CAMPAL (Prob. Code § 5100)?
Underwood Law Firm, P.C.

The California Multi-Party Account Law governs financial accounts with multiple endorsers and beneficiaries, such as joint accounts, pay on death accounts, and Totten trust accounts. The law ensures transparency and protection for account holders by outlining how these accounts are managed, how funds are distributed on death, and the rights of each involved party. Understanding…

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Should Judgments Name Fiduciaries in Representative Capacities? (Prob. Code, § 18004.)
Underwood Law Firm, P.C.

Yes. Judgments should properly name the fiduciary in their representative capacity when the fiduciary is involved in legal proceedings on behalf of a trust, estate, or other entity. Fiduciaries, such as trustees or executors hold a position of legal responsibility to manage and protect the interests of the beneficiaries or estate that they represent. Ensuring…

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How Long Does a Trustee have to Distribute Assets in California? (Prob. Code, § 12200.)
Underwood Law Firm, P.C.

In California, the typical trust administration takes between 12 to 18 months to complete. The process can take significantly less time, ranging between 4 to 5 months, when distribution terms are straightforward. Oppositely, the distribution time frame can also take longer than 18 months depending on factors, like outstanding debts or real estate sales, which…

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A Guide to Civil Discovery in Probate (Prob. Code § 1000)
Underwood Law Firm, P.C.

Discovery is an important tool for parties in a lawsuit to get information to prepare for trial and to decide what issues to focus on in a case. In California, the rules governing discovery are laid out in the Civil Discovery Act in Title 4 of the Code of Civil Procedure. These discovery rules apply…

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What is the Probate Overbid Process? (Prob. Code, § 10311)
Underwood Law Firm, P.C.

Probate sales are a unique real estate opportunity for buyers to purchase real property from the court after its owner died. Probate sales involve court confirmation hearings, during which an auction can result in an original purchase offer to be overbid by a new, higher, one. This auction is called the Probate Overbid Process. Probate…

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What is an Elder Abuse and Dependent Adult Restraining Order? (Wel. & Inst. Code § 15657.03(a)(1).)
Underwood Law Firm, P.C.

The purpose of this article is to explain what an elder abuse restraining order is and why it is important. This type of restraining order prevents abuse against elder or dependent adults. (Cal Wel. & Inst. Code § 15657.03(a)(1).) The requirements to obtain this restraining order are laid out in the California Welfare and Institutions…

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