- June 20, 2025
Can trustees in CA use trust funds to defend themselves?
Short answer: sometimes — but only when the defense clearly benefits the underlying trust- not the amendments that favor one…Read Article - June 13, 2025
Things Celebrities Wish They Knew About Estate Planning and Mental Health
Ways to Avoid the Litigated Estate Should Mental Capacity Decline News coverage of celebrities dealing with dementia – their own…Read Article - June 9, 2025
Tips for Families Whose Loved Ones Are Living with Dementia
June is Alzheimer’s and Brain Awareness Month, a time to recognize and focus on the mental health of elderly family…Read Article - June 3, 2025
Dementia Does Not Have to Derail Estate Plans
Why June is a good time to examine estate plans through the lens of mental health By Justin M. Kincheloe…Read Article - May 1, 2025
Stock Market Volatility and Trustees’ Duties Under the California Prudent Investor Act
Stock market volatility this year has frayed the nerves of anyone whose assets are in stocks or are otherwise influenced…Read Article - April 28, 2025
Responsible Trust Asset Management: Best Practices
Trustee Responsibilities All Blog Posts Trustees play a vital role in managing trust assets responsibly. They must act in the best…Read Article - April 25, 2025
Ensuring Prudent Investing: A Trustee’s Responsibility
Understanding Prudent Investing Prudent investing is a crucial principle for trustees, as they are responsible for managing and protecting the…Read Article - April 23, 2025
Stock Market Volatility and Trust Asset Management
The Challenge of Market Volatility It can swing by hundreds or even more than a thousand points from one day…Read Article - April 18, 2025
Actress Anne Heche Died Without a Will, Son Tries to Settle $4.1M in Claims
Homer Laffoon, the 23-year-old son of late actress Anne Heche, is working to sell his mother’s assets in order to…Read Article - April 17, 2025
Winning Attorneys’ Fees with Cost of Proof Sanctions
How Requests for Admissions Under CCP § 2033.420 Can Pay Off By Evan Basakis In California litigation, Code of Civil…Read Article - April 11, 2025
Caregiver’s Effort to Replace Trustor’s Daughter as Beneficiary Thwarted
California appellate court overturns probate court on validity of trust amendments and lis pendens issues. By Kaden J. Kennedy The California Court…Read Article - April 4, 2025
Estate Law Update: Millions More California Homes Eligible to Bypass Full Probate Process
Before shifting my practice from estate planning to estate litigation, I witnessed up close the challenges and frustrations associated with…Read Article
