Close Contact Us Now
Tap Here to Call Us

Articles Posted in joint trusts

Updated:

What is a Trust (Boshernitsan v. Bach (2021 61 Cal.App.5th 883)?

“A trust is any arrangement which exists whereby property is transferred with an intention that it be held and administered by the transferee for the benefit of another.” (Higgins v. Higgins (2017) 11 Cal.App.5th 648, 662.) Essentially, a trust is a legal relationship that allows a person to hold property…

Updated:

What is the proper venue for a trust (Probate Code section 17005)?

Anytime a litigant wants to file a lawsuit, a threshold question is where the lawsuit should be filed. Specifically, the question is what county should get to hear the action. This process is called determining “venue,” and it can become quite a complicated endeavor. This is because the “correct” county…

Updated:

What is a Heggstad petition (Estate of Heggstad (1993) 16 Cal.App.4th 943)? 

A Heggstad petition is a unique legal maneuver in probate court that a party can use to establish the existence of a trust. Normally, if a party wants to show that the property at issue is in a family trust, they have to produce evidence of a transfer of the…

Start Chat