Recent Posts in fiduciaries Category
Posted on Aug 4, 2010 By Renee Linares
A person who is subject to a conservatorship may still have the capacity to set up their own estate plan. The appointment of a conservatorship is a consideration in determining whether the conservatee ...
Continue reading "How a Conservatorship affects Estate Planning " »
Posted on Jun 29, 2010 By Renee Linares
In June of 2010 the California Appellate Court decided on whether to recognize the tort of intentional interference with an inheritance expectancy, and declined to do so. This tort is a relatively new ...
Continue reading "What is Tortious Interference with Inheritance Expectancy " »
Posted on May 10, 2010 By Renee Linares
In 2009, The California Appellate District Court applied the current California test for standing and sufficiency for a petition for guardianship . This Case involved Petitioner Paul Petersen, the CEO ...
Continue reading "Standing and Sufficiency of a Petition for Guardianship: What Test applies in California?" »
Posted on Apr 14, 2010 By
In Estate Planning , it is important to consider elder abuse , fraud and undue influence. The California State government has attempted to address these issues with legislation. In 2009, State Senator ...
Continue reading "Probate Code Revisions for Donative Transfer Restrictions" »