Category Archives: Probate & Trust Administration
Content related to probate and trusts in California.
Probate Terms
In an attempt to help our clients and friends understand probate terms, we have assembled this short probate dictionary, which features helpful probate terms. Beneficiary The beneficiary is…
What is Probate Court?
An introduction from Probate Attorney Michael J. Young California Probate Court Process As if losing a family member or friend is not painful enough, the California probate court process…
When Is A Probate of Real Property Required?
WHEN WILL A PROBATE OF REAL PROPERTY BE REQUIRED WHEN SOMEONE DIES? By: Michael J. Young Probate Attorney in Walnut Creek, CA To determine whether a probate will be required for real…What Assets Can Be Administered By The Probate Court When The Decedent’s Will Is Filed?
Only certain assets left through a person’s will can be administered through a probate proceeding. For a married person, all of his or her separate property, which is in that person’s name…How Long Does A Probate Usually Take?
Probate proceedings typically take about a year to complete, and can take even longer depending on the assets and complexities of the case. After the petition is filed, notices are given…What Happens To A Mortgage During Probate?
Many probates involve real estate where a mortgage or loan, is secured by a deed of trust which is recorded against title of the subject real property. Properly recorded mortgages survive…California Still Has A 30 Month Look Back for Gifting
California still has the 30 Month Look Back Penalty Period for Gifting. There is a federal law known as the Deficit Reduction Act (DRA), which has a 60 month look back penalty period.…Beware of Arbitration Clauses
The New York Times has examined, in a series of articles, the problems with mandatory arbitration agreements in consumer contracts. The articles examine “… how clauses buried in tens of…Special Needs Trust & Inheritance & Workshop 5-8-2014
Special Needs Trusts and Inheritance: Q: Our father just passed away and left $400,000 in his revocable living trust to myself and my brother. My brother is on SSI and will lose his benefit…Peace of Mind Now For Baby Boomers and Seniors Facing Retirement
A big issue now facing Baby Boomers and seniors is, surviving in retirement. We should have our “Ducks In A Row” now regarding health and financial issues, and there are many things we can…
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