Author: Darren O'Loughlin

Being appointed as a trustee in California comes with significant responsibilities and fiduciary duties. Trustees play a crucial role in managing and administering trusts for the benefit of beneficiaries. Whether you’re considering taking on the role or seeking clarity onREAD MORE

Trustees in California hold a critical role as fiduciaries entrusted with managing assets for the benefit of beneficiaries. However, when trustees fail to fulfill their duties or act against the best interests of the trust, it can lead to breachREAD MORE

The probate process in California can be complex and daunting, but understanding key tips can help individuals manage it more effectively. Whether you’re an executor, beneficiary, or simply preparing for the future, here are some essential tips to navigate probateREAD MORE

Probate in California can be a daunting process for those unfamiliar with its intricacies. Understanding the basics can help demystify this legal procedure, which is essential for settling a deceased person’s estate. Below, we address some commonly asked questions aboutREAD MORE

Deciding to disinherit someone from your will or trust is a significant and often emotionally charged decision. In California, as in many other states, individuals have the legal right to determine how their assets are distributed after their death. However,READ MORE

Disinheriting a spouse from a will or trust is a sensitive and legally complex matter, particularly in California, where marital rights and community property laws come into play. As a trust and estate attorney familiar with California law, I understandREAD MORE

Owning property in multiple states can offer diverse investment opportunities and lifestyle benefits, but it also presents unique challenges when it comes to estate planning and management. As a trust and estate litigation lawyer, here’s a comprehensive guide on whatREAD MORE

Naming beneficiaries is a critical component of estate planning that ensures your assets are distributed according to your wishes. As a trust and estate attorney, here are some key considerations to help you make informed decisions when designating beneficiaries forREAD MORE

Planning for a child or beneficiary with special needs requires careful consideration and specialized strategies to ensure their financial security and well-being without jeopardizing their eligibility for government benefits. As a trust and estate attorney, here are key steps toREAD MORE

Creating a will or trust is a crucial step in estate planning, but it’s equally important to keep these documents up to date. In California, it’s recommended to review and potentially update your will or trust regularly to ensure theyREAD MORE