- March 27, 2025
Four Estate Planning Lessons from the Deaths of Gene Hackman and Betsy Arakawa
By Carl Jones The recent passing of legendary actor Gene Hackman, 95, and his wife, Betsy Arakawa, 65, within days…Read Article - March 18, 2025
More Primary Residences Will Soon Be Eligible to Bypass the Full Probate Process in California
California’s Assembly Bill 2016 – which goes into effect April 1 – introduces significant positive changes to the probate process,…Read Article - March 12, 2025
Family to Receive Inheritance After Defeating Estate Challenges
We are proud to announce a confidential settlement in favor of our client, a family that was embroiled in estate…Read Article - March 12, 2025
Lesson for Couples: Act now while you are well to avoid financial calamity in the event of cognitive decline.
Written by Ryan B. Kalashian It was a heartfelt move by a high-profile person. Renowned comedian and former talk-show host Jay…Read Article - March 12, 2025
Music Legend’s Family Bears the Weight of Estate Feud Centered on Financial Abuse and Incapacity Claims
Robbie Robertson, famously associated with Bob Dylan, left his own mark as founder of legendary band, The Band, and through…Read Article - March 11, 2025
Effectively prosecuting failures to comply with fiduciary responsibilities
And how to avoid them in the first place Breach of fiduciary duty claims in estate and trust cases can…Read Article - March 11, 2025
Family Asks Judge to Remove Trustee for Neglecting Critical Responsibilities as Fiduciary
A California judge is weighing a petition to remove the trustee of a family trust for a list of reasons…Read Article - March 4, 2025
The Importance of Formal Communications When Amending Trusts
By Carl L. Jones A recent appellate case serves as a valuable lesson for both estate planners and beneficiaries about…Read Article - February 27, 2025
Beneficiaries Say Trustee is Failing to Perform Her Duties
Family Asks Judge to Remove Trustee for Neglecting Critical Responsibilities as Fiduciary A California judge is weighing a petition to…Read Article - February 19, 2025
Fiduciary Duties in Trusts and Estates
Tips for effectively prosecuting failures to comply with vital fiduciary responsibilities, and how you might avoid them in the first…Read Article - February 19, 2025
Music Legend’s Family Bears the Weight of Estate Feud
Robbie Robertson’s estate in dispute as children and second wife battle over claims of financial abuse and incapacity. Robbie Robertson,…Read Article - February 7, 2025
Amending Trusts Requires Proper Communications
“But Mom’s Email Said ...” The Importance of Formal Communications When Amending Trusts By Carl L. Jones, Esq. A recent…Read Article
