Leveraging Inter Vivos Trust Petitions to Avoid Post-Death Trust Contests

Spendthrift Trusts, Limited Protection for Deadbeat Beneficiaries. - California law has long recognized a settlor’s right to restrict a beneficiary’s use of trust assets. Restraints on alienation, spendthrift clauses, shutdown clauses and wholly discretionary trusts are a few of the tools settlors may use when creating a trust for the benefit of someone likely to have creditor problems.

The impact of the COVID-19 pandemic on the firm’s clients and work.

Kevin O’Brien discusses the Barefoot v. Jennings decision in the article, “California Supreme Court Confirms Former Beneficiary’s Standing to Contest Trust.”