Probate | Trust Litigation | Will |
What should I do if a disabled person is about to receive an inheritance?
If a disabled person is about to receive a substantial inheritance, these assets can be lost if proper action is not taken. Receiving financial inheritances can result in a disabled person’s disqualification from receiving certain benefits, such as social security or Medi-Cal.
Probate | Probate Litigation | Trust |
Attorneys Role in a Trust Litigation Matter
If you are the beneficiary of a trust in California and suspect that the trustee has engaged in wrongdoing, you may decide to pursue legal action.
Probate | Probate Litigation | Trust Litigation |
What happens to a disqualified beneficiary under California probate law?
Under the laws governing wills and trusts in California, a beneficiary may be disqualified from receiving an inheritance in certain circumstances. For this reason, other beneficiaries or the executor or trustee of an estate or trust may bring forward a San Diego probate litigation matter.
Could selling real estate to the beneficiary of a California trust lead to potential litigation?
Trustees of California trusts must be very careful to abide by the law and not favor any one beneficiary over another. If one beneficiary benefits to the detriment of another, the trust administration becomes ripe for litigation.
Smaller Estates: Do I have to open up a formal probate proceeding?
For smaller estates, the California probate code allows for certain procedures that are easier, quicker, and less expensive to administer an estate. Since every estate is unique, contact an experienced San Diego probate attorney who can help you choose the most efficient procedure for your matter.