Executor breach of fiduciary duty

When an individual responsible for managing a will, such as a trustee, executor or court-appointed administrator acts in their own best interests instead of in the best interests of a deceased individual and their beneficiaries, they have committed a breach of fiduciary duty. LEARN MORE

Estate planning services

Many people think that estate planning is just for the wealthy. However, regardless of your income, estate planning should be an essential part of your financial plan, providing you with more control and privacy over the security of your legacy. LEARN MORE

Revocable living trust, a California estate planning must

In the state of California, estates with a market value greater than $150,000 may have to go through the full probate process. Revocable living trusts are used by many Californians to avoid having their estates go through probate.. LEARN MORE

Reasons to hire an LLC formation attorney

A California limited liability company is a great option for your business if you want personal protection from lawsuits and other legal issues. While you could form a DIY LLC, there are many advantages to hiring an LLC formation attorney, the most important being expertise. LEARN MORE

Dissolving a corporation in California

If you own a business in California, if and when the time comes to close it, the first step you need to take is to dissolve the corporation. Dissolving a corporation officially ends its existence as a state-registered business entity which puts it out of the reach of creditors and other claimants. LEARN MORE

Non-disclosure agreement attorneys

A non-disclosure agreement attorney can help when it comes to drafting an appropriate confidentiality agreement that minimizes the chances of a breach, but, if one should occur, maximizes your chances of winning the case. LEARN MORE

FINRA arbitration attorney in California

FINRA arbitrations are a way for investors who have lost a significant amount of their investment portfolio to address the issue if that loss resulted, either directly or indirectly, from a violation of common-law, securities laws, FINRA rules and/or SEC regulations. LEARN MORE

Is a promissory note legally binding?

A promissory note is a legal document in which you promise to repay money to another party or entity. Unlike an IOU, a promissory note is legally binding whether secured by some sort of collateral or based only on the promise of repayment. LEARN MORE

Petitions to remove a trustee or Objections to removal

When you establish a trust, you need to choose a person whom you trust as your designated trustee, an individual who will take over the management of your trust if you should become incapacitated or after your death. A party seeking to remove a trustee can file a petition with the court if they have legal grounds to do so. LEARN MORE

What is a Heggstad Petition?

Assets and/or property not included in the living trust of a person at the time of their death typically has to go through probate. However, in California, Probate Code 830 provides an alternative – filing a Heggstad Petition. LEARN MORE

Contract review services

In today’s world, contracts are essential to running a business. Having your contracts reviewed prior to signing is the best way to prevent a breach of contract that could result in a lawsuit. LEARN MORE

California Trust Administration Responsibilities

Pursuant to California Probate Code, a trustee has certain fiduciary responsibilities when it comes to administering a trust. Depending upon the assets and terms of a trust, these responsibilities can be complicated and time-consuming so it’s important to get legal help in performing these duties. LEARN MORE

What is probate administration?

Probate administration is the legal process by which the assets of a deceased individual are determined and collected, debts are paid, and the remaining asset distributed to heirs and/or beneficiaries according to instructions outlined in the deceased’s will. LEARN MORE

Contract drafting and breach of contract claims

Contract drafting is a type of legal drafting that involves the writing of contracts and legal documents. A poorly drafted contract could result in a breach of contract claim. LEARN MORE