If you have questions about a loved one’s wishes as expressed in a will and you are concerned that the will does not correctly reflect the loved one’s wishes and that there may have been undue influence, then please consider the following: Undue influence occurs when an individual wrongfully persuades...
Tag: probate prevention
probate prevention
How to Avoid Sending Your Loved Ones to Probate Court
Funding your trust is one of the single best things you can do to spare your beneficiaries from the probate court. Find out more about what it means to fund a trust, which items to include, and which items to leave out. Seek insight from Max Alavi APC, OC Trusts...
Do I Really Need to Create a Living Trust?
A living trust can be an important estate planning tool, helping you pass along your assets to the intended heirs without the need for the probate courts to intervene. Find out more about the benefits of establishing a living trust, and the reasons to hire an experienced living trust lawyer,...
The Importance of Properly Funding Your Trust
A living trust can be an effective way to transfer assets to your heirs upon your death. However, it’s important to remember that creating trust is merely the first step. It’s equally essential to ensure that the trust is fully funded. I
What Can I Do if the Trustee Won’t Give me a Copy of the Trust?
What happens when a trustee fails in their duty to provide beneficiaries with a copy of the living trust? This scenario happens all too often, but California Probate Court has some provisions in place, allowing beneficiaries to compel the trustee to provide a true and complete copy of the trust....
Three Reasons to Avoid Probate Court
Curious about why you’d want to bypass probate court… and how to effectively do so? Consider some tips from estate planning attorney Max Alavi. Three Reasons to Avoid Probate Court A common misconception about estate planning is that, if you die but you have a will in place, your assets...
Can I Transfer My IRA and Other Tax-Deferred Plans to My Living Trust?
Those with IRAs or similarly tax-deferred plans often wonder whether they should transfer ownership of their plan to a living trust. What are the merits of doing this? And does it typically make more sense to name a spouse, child, or grandchild as the beneficiary of the IRA? In a...