Estate Planning in California

One method to invalidate a revocable transfer on death deed (TOD) is by proving undue influence. Obviously the beneficiary of a TOD will hav...

In order to be validly executed, a will needs to be signed by the testator,  by some other person in the testator’s presence and by the test...

The marital status of a person occasionally changes over time. For example, a person could be married one year, divorced the next year and t...

A successor trustee occasionally is tasked with operating a decedent's business post-death. For example, I've had clients in which t...

Since the estate tax exemption amount is currently pegged to inflation, the IRS recently announced the exemption amount for 2026 as detail...

Probate can arise in two situations in CA. First, a decedent can pass away while domiciled in CA. Second, a decedent can pass away while dom...