Barefoot v. Jennings and its Impact on Standing in Trust Disputes

Principal Ryan Szczepanik discusses the value of dedicated trusts and estates firms in a new article on The Recorder.

A former beneficiary and named successor trustee who had been disinherited and removed from trustee [..]

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.