Clients frequently demand “bulletproof” trusts from their estate planning attorneys. Concerns about contests based on lack of capacity, undue influence, or even claims that a family member procured the trust through financial elder abuse weigh on our clients’ minds. Unequal distributions or family members’ feelings of entitlement to certain property amplify these concerns.
Private Judge Trust Litigation Trials
Andrew Verriere highlights Governor Newsom's recently signed AB 1194, which expands the protections for conservatees and proposed conservatees in California.
In his article for The Recorder, Principal John Hartog examines the recent passage of Proposition 19 and its tax implications.