Serving as a trustee is a relatively demanding commitment. A trustee has to oversee the maintenance of trust assets. They must communicate with interested parties and make trust distributions as appropriate to the beneficiaries selected by the trustor. Trustees...
Estate administration in California is often a lengthy process. The personal representative or executor of an estate has to attend court hearings, fulfill obligations and distribute property. Their role is a difficult one that often produces very little compensation...
Trustees may serve in their role administering a trust for years. Although some trusts are essentially estate planning tools that simply govern the distribution of property, many trusts aim to preserve specific resources such as real estate or business holdings. The...
Conservatorships help to protect people who are particularly vulnerable. The courts in California can name another competent adult to manage the finances and resources of someone who cannot handle their fiscal responsibilities on their own. Some people refer to...
Trusts are legal tools designed to manage a person's assets during their lifetime and distribute them according to their wishes after their death. However, there may be scenarios where the validity of a trust can be challenged in court. If you believe a trust is...
By Morgan Durham Often underestimated and overlooked in Probate litigation, the California Code of Civil Procedure (the “C.C.P.”) offers probate practitioners several meaningful and effective mechanisms for leveraging a client’s position when faced with contested...
The addition of Winnie K. Loh to Morrill Law’s team of attorneys increases the firm’s capacity and expertise in the area of estate planning, probate and trust administration, according to Managing Partner, Joseph M. Morrill. “Winnie brings a wealth of experience...
Congratulations – the last signature and notarization goes down and you’ve just created your estate plan! There’s a huge heaviness off your chest knowing your loved ones are protected: your assets are going the way you want, you nominated the guardians of your...
Congratulations – the last signature and notarization goes down and you’ve just created your estate plan! There’s a huge heaviness off your chest knowing your loved ones are protected: your assets are going the way you want, you nominated the guardians of your...
By Kayla Liu Who would benefit from an estate plan? Everyone! You don’t need to have children or be elderly, wealthy, or in poor health to create an estate plan. This set of legal documents will make it easier for your family or friends to honor your wishes when you...