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Blog Posts in Trust Administration

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  • When Do You Need A Trust Litigation Lawyer?
    When Do You Need A Trust Litigation Lawyer?

    Often in the waning years of people’s lives, they may become susceptible to fraud or abuse. Also, family issues can be difficult to work out, especially after you have all lost someone close to you. ...

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  • Part III - Trust's Arbitration Provision Does Not Compel Beneficiaries That Are not a Party To Such Agreement
    Part III - Trust's Arbitration Provision Does Not Compel Beneficiaries That Are not a Party To Such Agreement

    To continue our blog on Diaz v. Bukey (195 Cal.App.4 th 315 (2011)), Marie L. Bukey (trustee, defendant and appellant) appealed the trial court's decision denying the petition to compel arbitration. ...

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  • Trust's Arbitration Provision Does Not Compel Beneficiaries That Are not a Party To Such Agreement
    Trust's Arbitration Provision Does Not Compel Beneficiaries That Are not a Party To Such Agreement

    Arbitration is a resolution technique in which a dispute is resolved by an impartial adjudicator outside the court system; and wherein the parties to the dispute agree to be bound by the adjudicator's ...

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  • How Do I Know What Type of Trust is Right for Me?
    How Do I Know What Type of Trust is Right for Me?

    There are many types of trusts , each serving a different situation. There are family trusts which allow the existing property and assets from your estate to be passed on directly to children or heirs ...

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

    Continuing our blog on Straley v. Gamble; Steven Straley (decedent's son; plaintiff and appellant) appealed the trial court's ruling stating that Steven's petition was time-barred by Probate Code ...

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  • Part II: Five by Five Clause
    Part II: Five by Five Clause

    To continue our previous blog on the Estate of Cairns, Grant served as sole trustee of the Trust until 2005, after which, the court appointed Glenn Cook to serve as co-trustee. Each year that Grant ...

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