Author: Darren O'Loughlin

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

A Durable Power of Attorney (DPOA) is a legal document that grants a designated person, known as an agent or attorney-in-fact, the authority to make financial and legal decisions on your behalf. The key aspect of a DPOA is itsREAD MORE

Probate is a legal process that takes place after someone passes away, where the court oversees the distribution of the deceased person’s assets to their beneficiaries. In California, the probate process can be time-consuming, costly, and public, which is whyREAD MORE

In a significant legal stride, California’s legal landscape sees a new development with the emergence of petitions to reform trusts. While trust reformations themselves aren’t uncommon, the state’s unique approach to the process adds an intriguing layer to the legalREAD MORE

When it comes to estate planning, the choice between a trust and a will can significantly impact the distribution of assets and the management of your legacy. Here’s a concise overview of why a trust may offer distinct advantages overREAD MORE

In California, as in many other jurisdictions, a revocable trust can offer several valuable benefits. Here are some of the most important aspects: 1. Probate Avoidance: One of the primary advantages of a revocable trust is that assets held withinREAD MORE

A buy-sell agreement, also known as a buyout agreement, is a legally binding contract between co-owners of a business that governs the situation if one owner wants to sell their interest, becomes incapacitated, retires, or passes away. It essentially outlinesREAD MORE