Transgender Parents | The Rights of Children in a Trust

It takes little imagination to understand that the life of a transgender person is full of family and emotional challenges. These challenges reverberate throughout relationships. And, at times intrude into the administration and litigation of trusts and estates. Transgender people who formed families after transitioning have faced challenges to their Continue Reading

Can Trustee Chaos Be Conquered? | CA Estate & Trust Lawsuits

The telephone call can be long or short. The message may be clear at the outset or only parsed out after a series of my seemingly unrelated questions. The caller’s emotions may be controlled or buffeted by a frustrating mix of disbelief and surprise from trustee mistreatment – even theft. Continue Reading

Can Trustee Chaos Be Conquered? | CA Estate & Trust Lawsuits

The telephone call can be long or short. The message may be clear at the outset or only parsed out after a series of my seemingly unrelated questions. The caller’s emotions may be controlled or buffeted by a frustrating mix of disbelief and surprise from trustee mistreatment – even theft. Continue Reading

Trust & Estate Attorney Contingency Fees | Real Estate Distributions

Lawyers and clients often use a contingency fee arrangement in trust and estate litigation. The arrangement only works where money and/or other valuable personal or real property is being claimed. The client agrees to the lawyer’s share when the mutual agreement is signed. Arrangements are also made as to what, Continue Reading

Frustrated Trust Beneficiaries | When the Trustee Says Nothing at All

It’s been twelve months since your mom died. You and your sister are your mom’s only children. She established a trust a few years ago. She made herself the trustee during her lifetime, and her accountant, Mumford Pennypincher, the successor trustee. Your mom’s real estate, securities and bank accounts are Continue Reading

Trust Beneficiaries Need to Know | Learn the Basics

You know, or you think that you know, that you’re a named trust beneficiary. You may be a little unsure because it’s not always easy to know or find out if you are a beneficiary of a family trust. Unless you’re a professional in estate planning and fully familiar with Continue Reading