I am excited to announce that I have been invited to speak on California probate law and how to improve your trusts. This will be April 18, 2019 in Sacramento AND online! Here is a link to the Facebook page. Probate & Real Estate Workshop.2019
As a probate attorney since 1994 I have prepared and file a lot of Spousal Property Petitions over the years. The main form is state form DE-121 which you can find here on the web. I think a lot of people gloss over the many nuances in these cases and thus I wanted to talk […]
On January 1, 2017 the California legislature enacted a new law, California Civil Code 2920.7 (pasted below) which aims to help the survivor deal with a mortgage company when their name is not actually on the mortgage. It’s like a survivor’s bill of rights in a way. How does this happen? The most common situations […]
I was reading this article about Robin Williams’ estate. It is written by a Minnesota lawyer. I am not saying the story is “wrong” but it is a little misleading. Now that makes for better reading than a 100% accurate story of course. In this story they make a big deal about the high cost […]
I have heard this book is a great resource if you are serving as a trustee or executor of an estate. I have not read it myself yet. However, I encourage you to get a copy if you are going to serve in a fiduciary capacity. Here’s the link to Amazon.