If you’ve been named executor of a loved one’s estate or trustee of their trust, our blog can help you understand your legal obligations and when it’s important to seek professional assistance to ensure that your loved one’s assets are distributed correctly. Contact us to learn more.
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Prepare Your Family for the Financial and Legal Aftermath of Your DeathTaking these steps now can help ensure your family isn't overwhelmed with uncertainty later on.
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Sophisticated Planning With Flexible Irrevocable TrustsA flexible irrevocable trust can minimize taxes on capital gains, ordinary income, estate tax and property tax.
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Tony Bennett's Daughters Share Thoughts on How to Prevent Inheritance DisputesOther families, especially high-net-worth ones, can benefit from Johanna and Antonia Bennett's experience encountering estate disagreements.
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You've Got a Trust: Now Who Should Be the Successor Trustee?You've set up a trust to protect your assets and your beneficiaries, but you still must choose the right person to execute your wishes. Here's how to do that.
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Murdochs' Dispute Highlights Benefits of Trusts in NevadaAs Murdoch family members clash over who will control voting shares in the Fox media empire, the court proceedings, in Nevada, are private.
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What We Can Learn from Tony Bennett's Estate DisputeBennett's daughters are suing their brother over the family trust, which could have been avoided had Bennett done some things differently
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What is a Certified Specialist?John Goralka, J.D., LL.M., Sacramento Estate Planning lawyer explains the Certified Specialist in California law
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How to Fix a Trust Dilemma to Prevent a Tax BombA bypass, or AB, trust splits into two trusts when one spouse in a married couple dies, cutting the estate taxes for beneficiaries.
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Does Your Trust Protect Your Beneficiaries From Themselves?John Goralka, J.D., LL.M., discusses issues he sees with beneficiary mistakes.
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What Can Cause Your Trust to Fail?John Goralka, J.D., LL.M., discusses issues he sees that causes trusts to fail.
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How to Choose Your Trustee or Executor of Your WillAbove all, you should choose someone you trust, keeping in mind that acting as a trustee or executor can be a complex, thankless and sometimes long-term job.
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Nine Lessons to Be Learned From the Hilton Family Trust ContestDisclaimers, good communication, post-marital agreements could help avoid conflict in a family after the owners of a wealthy estate pass away.