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This election cycle, California voters approved Proposition 19, which will mark a major change in California’s property tax system.

Most basic estate plans usually contain a Will, Revocable (Living) Trust, Advanced Heath Care Directive (AHCD), and Durable Power of Attorney for finance and business matters (DPOA).

The COVID-19 pandemic has made all of us more aware of our health. More than any other time in my life, the phrase “you never know” is repeatedly used.

More and more these days we see celebrities pass away without an estate plan. As a probate attorney, I am always happy when probate administration matters come through the door.

This post aims to help settlors make their best choice for successor trustee to help ensure that things go smoothly in the future. As a firm with experience in both trusts and trust litigation, we’ve gained some insights into selecting a successor trustee that may help to avoid disputes down the road.

As estate planners, we use legal terms to express our client’s wishes in a meaningful manner. Like speaking to a physicist or a doctor, talking to an attorney can seem confusing. The goal of this post is to help to untangle some commonly used estate planning terms.

An advantage of being both a trust litigator and an estate planner is seeing where things go wrong with wills, trusts, durable powers of attorney, and advanced health care directives. As issues arise in the cases we litigate, the experience informs the estate planning process.