- 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 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 - 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
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 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
