The Validity of a trust amendment was at issue in the recent Haggerty v. Thornton opinion from the California Supreme Court, which resolved a split of authority among the California Circuit Courts.
If one becomes incapacitated and does not have the right legal documents in place, no one can legally make health care and financial decisions for that person. What can you do to avoid this scenario?
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.
Hartog, Baer, Zabronsky (HBZ) congratulates Anna Judson, a first-year student at UC Berkeley School of Law, for being the firm’s 2022 Diversity Scholarship recipient.