The Power to “De-Fund” the Trust: In some cases, the best strategy might be to pull assets out of your own trust and move them elsewhere. A standard trust is designed to hold assets, not give them away. Your trustee needs the specific power to do this for asset protection purposes.
Category Archives: Probate Attorney
17
Oct
Oct
Why You Should Appoint a Co-Trustee Before Memory Fails Dear Clients and Friends, We often realize in hindsight the precise moment when a small issue became a serious problem. We say that “Hindsight is 20/20.” This statement holds exceptional truth when we look back at the beginning of dementia. It also comes into play with […]
22
Jul
Jul
I’m Michael J. Young, an estate and long-term care planning attorney, and I witness this struggle far too often. My mission involves helping families navigate the complexities of estate planning, ensuring they protect their assets and their loved ones from unnecessary legal battles and financial drains. Today, I want to share crucial insights about one of the most common and easily avoidable pitfalls: probate for your home.
06
May
May
How the Right Legal Guidance Changed Everything in an Unexpected Inheritance When Emma lost her grandmother, her world fell silent. Their regular Sunday visits and warm phone calls disappeared overnight. Just three months later, her grandfather passed as well. The two people who raised her were suddenly gone, leaving behind not just emotional emptiness but […]
25
Apr
Apr
Can you achieve peace during probate? When Jennifer M. lost her father, it was heartbreaking. But just six months later, the death of her mother upended her life. Their family home in Walnut Creek — the place where she grew up, celebrated birthdays, and decorated the same old tree every Christmas — suddenly sat silent, full of memories but tangled in legal uncertainty
Probate, Probate & Trust Administration, Probate Attorney, Probate Attorney Contra Costa County
California Probate: Navigating the Labyrinth
15
Mar
Mar
Probate is not a quick process. In California, it can take anywhere from several months to over a year, depending on the complexity of the estate and the court’s workload. Handling probate independently means dedicating a significant amount of time to manage all aspects of the process.
08
Feb
Feb
A probate lawyer can provide the right expertise and representation necessary to protect the wishes of everyone involved. Hence, hiring a probate lawyer reduces anxiety and ensures a smooth resolution of the estate.
06
Oct
Oct
You can avoid probate by creating an inheritance agreement. This is a contract where the owner agrees that another person will inherit the property.
04
Jan
Jan
Court rules and requirements regarding probate procedure overwhelm people. However, probate courts often respond to these rules differently. Accordingly, the following information covers generalities about California probate. Please refrain from referring to them as a treatise. These guidelines offer an idea about what many probate courts require. Seek the advice of counsel before filing any […]
estate planning attorney, Probate, Probate & Trust Administration, Probate Attorney, Uncategorized, Walnut Creek Probate Attorney
What is Probate Court?
09
Oct
Oct
Assets held in “Joint Tenancy” should not require a probate. For instance, the title can be held by two individuals “as joint tenants.”
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