There are so many notice requirements in a probate.  Here are some of my notes from the proabte seminar I gave this week.  This focuses on some of the notice requirements you need to be aware of.  Contact me with questions.  -John Notice to Creditors, Beneficiaries and State Agencies – What Is Required PRACTICE POINTER: […]

Here’s a bit more from my NBI outline for the seminar I put on this past Tuesday at the Radisson in Sacramento.  I have more to come later.  Please let me know of any questions.  -John A. Collecting, Maintaining and Managing Assets 1.  Generally speaking a PR has to wait until Letters are issued by […]

A little more information from my probate seminar given on Tuesday at the Sacramento Radisson. This section is on creditors claims and how the Administrator should reply to them.  Let me know if you have any questions.  -John A.       How to Respond to Creditors’ Claims A creditor shall file their claim within four months […]

An attorney generally does not, or should not, just show up in a California probate Court.  They should be PREPARED. In fact, that is why this blog post is so brief… I have been preparing for today’s hearing at the Sacramento Probate Court.  Not knowing what exactly will happen in today’s contested matter I need […]

Sacramento, CA. Today, John B. Palley, will be one of the headline speakers at National Business Institute’s seminar entitled the Probate Process from Start to Finish.  NBI is a leader in giving high level continuing education seminars for lawyers. Today’s presentation will be an all day event at the Radisson Hotel in Sacramento. Mr. Palley […]

Earlier today I spoke for two hours regarding the California probate process. The speaking engagement was for NBI and was entitled “The Probate Process from Start to Finish.”  Over the next couple of days I will publish my written materials.  This first section is about managing the inventory and appraisal which is an essential part […]

In California probate and trust administration cases we often have to go find the money. There are a number of things we do.  These are often employed when I am hired as to represent a beneficiary. That is, they want to make sure the Executor or Trustee is doing things right and accounting for all […]

Did you know you can WRITE YOUR OWN WILL?  Yes, really.  Yes, it’s legally valid, at least in my state of California.  You want to write a will today? Let’s do it right NOW! 1) Go grab a nice pen and a piece of paper. 2) In YOUR OWN WRITING write something to show it […]

Whether you are a trustee or a beneficiary of a California trust it’s important to be familiar with the relevant rules laid out in the California Probate Code. In particular section 10160 et seq has a ton of important things to consider including access to documents, accountings, etc….  Check them out here and let me […]

I get emails and phone calls every day with people having questions about California trusts, estates, probate, wills, conservatorships, guardianships and related matters. I answer most of them!  I want to help people out so feel free to drop me a line. If I can’t help you I will tell you.  Though you are not […]