Close Contact Us Now
Tap Here to Call Us

Articles Posted in beneficiary

Updated:

A Primer to Trustees and Beneficiaries in California (Prob. Code § 16000.)

A trust is a legal device that is commonly used in estate planning. A trust represents “a collection of assets and liabilities” that can be held and transferred by an individual to another individual, the “beneficiary.” (Portico Mgmt. Grp., LLC v. Harrison (2011) 202 Cal.App.4th 464, 473.) When the trustee,…

Updated:

What is a disclaimer of interest (Probate Code § 278)? 

When a loved one passes away, probate proceedings are hopefully not the first thing on their relatives’ minds. Probate is, however, an inevitability, even when a trust is present and effective. But inheritance is not always the blessing that the public conscious imagines it to be. The simple truth is…

Start Chat