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Learn what makes a will valid in California and how an estate lawyer ensures your wishes stand firm under probate…

Recent news surrounding the deaths of Rob and Michele Reiner has brought renewed attention to an important but often overlooked area of…

Thanksgiving brings families together in a way few other days do. While the holiday is known for gratitude and connection,…

Documentation. Fiduciary selection. Drafting and redrafting and updating documents.  All are important aspects of estate planning. In practice, though, it is much more than wills and…

Trust disputes involving your client can start quietly, but escalate into probate litigation. As an estate planner or estate planning…

It is true that 95% to 98% of legal disputes settle before trial. While it might be counterintuitive, this only…

By Natalie E. Ortiz Preserving Evidence is Critical to Stopping Abuse When confronting instances of financial elder abuse – one…

By Natalie E. Ortiz Financial elder abuse is one of the fastest-growing forms of exploitation in the United States, and…

Act quickly if you suspect undue influence. Someone is more vulnerable when they are suffering from poor physical or mental…

Families in San Diego, Orange County, and Irvine now have a dedicated, Spanish-speaking point of contact for complex trust and…

Ahora, las familias hispanohablantes de San Diego, Irvine y Orange County cuentan con una abogada dedicada para disputas complejas de…

What families, planners, and attorneys should know. By Carl L. Jones Probate law in San Diego County presents unique challenges…