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Blog Posts in July, 2010

How do you prove someone lacks capacity to sign a Will in California?

California defines what evidence must be shown whenever you are seeking to prove that a person lacks capacity to make a decision such as update their will or draft a new will. However, what type of ...
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Do YOU have the capacity to draft a Will in California?

One of the basic requirements of testamentary capacity is whether the testator was mentally competent to draft the will at the time the will was executed. First the person must be at least 18 years of ...
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Understanding Life Insurance Trusts

Obtaining Life Insurance coverage is often a part of the estate planning process. If you have multiple life insurance policies you may want to consider a Life Insurance Trust. a life insurance trust ...
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Are you worried about Estate Creditors?

When someone passes away, one headache you may not expect is dealing with the creditors of their estate. You may have been unaware of what debts the decedent had accrued during their lifetime. In ...
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Why put your Property in a Trust?

Many people who seek out estate planning attorneys do so to reduce their estate taxes and to avoid having to put their property through the probate process. The most commonly used method to avoid the ...
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You don't have to go through Probate to collect Life Insurance Benefits

One of the reasons people chose to have an estate plan set up is to avoid inconvenience or confusion among their loved ones by going through a complicated probate proceeding. Part of estate planning ...
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You can avoid probate if you have Property held as Community Property with Right of Survivorship

California is a Community Property state which means that the spouses must divide all community property equally. California defines community property as "All property acquired during marriage and ...
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How does holding Property in Joint Tenancy affect Estate Distribution?

Many people are not quite sure what it means to hold property in "joint tenancy." You may hold real property (real estate) and personal property like bank accounts, cars or investments in joint ...
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Your Estate is not subject to the Probate process IF....Property Passes to a Surviving Spouse

Depending on the circumstances, your friends, family and loved ones may not have to go through the probate process in order to determine what happens to your property. In California, upon the death of ...
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How to Determine if You are entitled to Inherit from a Loved One's Will

After the initial shock subsides after losing a loved one, it is a time to consider more practical matters, such as what is to become of their personal belongings and property. If the person who died ...
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How to Nominate an Executor

After you pass away, the person you chose to name as the executor of your will is in charge of carrying out the provisions of your will and administering the distribution of your property. The Probate ...
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Many uses for a Will in California

A will is commonly known as an instrument by which a person disposes of his or her property which takes effect after their death. Many people assume that the single purpose of a will is to dispose of ...
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California Law Protects Seniors from Undue Influence

One of the sad realities is that many people are taken advantage when they are most vulnerable, in their golden years, while in the care of someone they trust. Unfortunately, anyone close to the ...
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How to Contest a Trustee's Accounting in California

It used to be that creating a trust was only for the extremely wealthy. However, may people who may consider themselves "middle class" are starting to create trusts as part of their estate planning ...
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California Defines "other person on behalf of the Minor" for Guardianship cases

In January of 2010, the California Court of Appeals considered who could petition for Guardianship of a minor, apart from a family member. California Probate Code section 1510(a) identifies persons ...
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Undue Influence in Hollywood

On December 7, 2009, Pauly Shore became famous for something other than his comedy routines. Pauly Shore filed a lawsuit against his brother, Peter Shore which alleges Peter has exerted undue ...
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The Right to Raise your Children

In January of 2010 the California Appellate Court considered the right of a parent to care for their children in considering an application for the appointment of a Guardianship . (Super. Ct. No. ...
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