March 3, 2026Who Holds the Attorney-Client Privilege in Estate Planning Matters?
For estate planning attorneys, few questions create more uncertainty during litigation than who actually holds the attorney-client privilege. The answer determines…Read Article
February 17, 2026The Litigation Pivot: Protecting Intellectual Property and Digital Assets in California Estates
California trust & probate litigation for digital assets and IP: RUFADAA access, crypto/NFT key loss, blockchain forensics, fiduciary breach claims,…Read Article- February 4, 2026
What Estate Planning Attorneys Should Do When They Receive a Subpoena
Receiving a subpoena is never routine—especially for estate planning attorneys who suddenly find themselves pulled into litigation involving a former client’s estate.…Read Article - January 20, 2026
Understanding Disputes Over Specific Estate Assets in California: A Playbook for Beneficiaries
You’re not fighting over “the estate.” You’re fighting over the house, the one your parents worked their whole lives to…Read Article - December 24, 2025
Managing Timelines, Costs & Client Expectations in California Estate Litigation
When you enter the arena of estate litigation, you are stepping into a financial and administrative ecosystem. For many of…Read Article - October 10, 2025
Law Practice Succession Planning: The Importance of Staying in Control
By Kimberly R. McGhee As attorneys, we are trained to anticipate risk and protect our clients from uncertainty. Yet many…Read Article - October 7, 2025
Read This Before You Disinherit a Beneficiary: Part 1
By Natalie E. Ortiz Disinheriting someone from an estate is a big decision, one that requires careful consideration and precise…Read Article - September 2, 2025
Elder Abuse: Resources for Estate Planners and Families
As discussed in our previous post – Elder Abuse: Red Flags and Remedies for Families and Estate Planners – addressing elder exploitation…Read Article - August 14, 2025
Estate Planning for Immigrant Families in California: Special Considerations
Written in Recognition of Make a Will Month California’s immigrant population—now more than 10 million strong—includes naturalized citizens, green card…Read Article - August 8, 2025
Essential Estate Planning Considerations for LGBTQ+ and Blended Families
Written in Recognition of Make a Will Month Estate planning is crucial for anyone who wishes to accurately and efficiently…Read Article
