Perhaps you are considering starting a business in California. Unfortunately, setting up your business correctly requires more than just a smart idea and hard work. Forming a business in the Golden State is a legal process that often requires legal assistance to ensure that the business is set up properly…
You discover your parent made large gifts to a person that threatens your parent’s economic security. You learn an elder friend’s fiduciary (trustee, attorney-in-fact) performed acts that conflict with your friend’s personal or financial interests. If you believe a friend or loved one is a victim of undue influence, taking…
Imagine that you recently received notice that you are a trust beneficiary but the trustee refuses to provide you with a copy of the trust. Or perhaps you are a trustee, making good faith efforts to administer a trust, but one beneficiary keeps making unreasonable demands resulting in wasting trust…
A trust is a legal arrangement in which a person called a grantor transfers property to a person named a trustee for the benefit of a beneficiary. While seemingly complex, trusts can provide better communication and clarity with the estate planning process. They also provide for periodic transfers of wealth…
