Tags » Probate

Probate

Probate is the name generally given to the process of administering someone’s estate when they die.

If you’ve been unfortunate enough to have lost someone close to you, dealing with their estate is often the last thing you want to think about and it can be daunting. 188 more words

July 2015 Financial Planning Tip, Capital Market Review (Video)

Welcome to our monthly Economic, Capital Market, and Financial Planning tip of the month.

This months Financial Planning Tip of the month is a reminder of another important account Title issue !

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Investing/Financial Planning

Is Probate Always a Problem?

When you look into the subject of estate planning, you will hear a lot of things about probate. This is the process of estate administration. If you use a Will to state your final wishes with regard to your personally held property, the Will would be admitted to probate after you pass away, except for very modest estates. 121 more words

Description of some of my trust, estate, conservatorship and elder abuse cases

The following are some of the trust, estate, conservatorship and elder abuse cases in which I have been involved.

Trust administration dispute and trial:
Represented a trustee in a very contentious trust administration. 1,288 more words

Trust

Estate of Duke #probate #EstatePlanning

Filed July 27, 2015, California Supreme Court

Cite as S199435

Extrinsic evidence may be introduced to reform an unambiguous will if clear and convincing evidence establishes an error in the expression of the testator’s intent, and also establishes the testator’s true intent, at the time the will was drafted: 9 more words

Probate

Inheritance Tax – Good News But Not Quite Yet

On the 8th of July the chancellor announced the much heralded reduction in inheritance tax with these words:

‘The wish to pass something on to your children is about the most basic, human and natural aspiration there is. 288 more words

New California Case – An Unambiguous Will With A Mistake Can Be Reformed With Clear And Convincing Evidence – Estate of Duke

In re the Estate of Irving Duke
California Supreme Court, Case No: S199435, July 27, 2015

In Estate of Irving Duke the California Supreme Court has held that an unambiguous will with a mistake may be reformed if (1) clear and convincing evidence establishes that the will contains a mistake in the expression of the testator’s intent at the time the will was drafted and (2) clear and convincing evidence also establishes the testator’s actual specific intent at the time the will was drafted. 678 more words

Trust