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Blog Posts in Living Trust

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  • Part III - Living Trusts
    Part III - Living Trusts

    Living trusts have some disadvantages. These include: Preparation of a living trust oftentimes costs more than a will . However, the difference in costs may not be significant if the will is complex. ...

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  • Part II - Living Trusts
    Part II - Living Trusts

    A trust usually involves three parties: the settlor who is the creator of the trust , the trustee or trustees who agree to manage the assets as directed by the terms of the trust , and the ...

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  • Part II - General Assignment Effectively Transfers Unintentionally Omitted Shares of Stocks to Trust
    Part II - General Assignment Effectively Transfers Unintentionally Omitted Shares of Stocks to Trust

    To continue our blog on Kucker v. Kucker ((2011) 192 Cal.App.4th 90), Megan Kucker and Bonnie Alexander (trustees, plaintiffs and appellants, respondent) appealed the probate court's order denying ...

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  • General Assignment Effectively Transfers Unintentionally Omitted Shares of Stocks to Trust
    General Assignment Effectively Transfers Unintentionally Omitted Shares of Stocks to Trust

    A general assignment of assets, as the name implies, transfers ownership of a wide variety of personal assets. This is typically used by estate planners to transfer all types of financial instruments ...

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  • Part II - Filing of Petition within 120 Days Even if Notice was Not Served Does Not Time-Bar the Petition
    Part II - Filing of Petition within 120 Days Even if Notice was Not Served Does Not Time-Bar the Petition

    To continue our blog on Straley v. Gamble; approximately two weeks after decedent's death, William O. Gamble III (trustee, defendant and trustee) served Steven Straley (decedent's son; plaintiff and ...

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  • Filing of Petition within 120 Days Even if Notice was Not Served Does Not Time-Bar the Petition
    Filing of Petition within 120 Days Even if Notice was Not Served Does Not Time-Bar the Petition

    What happens when a petition was filed on time in accordance with Probate Code section 16061.7 but notice was not served within the specified time limits? The California Court of Appeal, in a ruling, ...

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