Every estate planning attorney has a few clients that play the revolving beneficiary game with their estate plan. They get mad at a child (often for good reason) and amend their living trust to disinherit the child. Two years later they decide to reinstate that child as a beneficiary and amend their living trust again. […]
The Sutter Street Theatre in Folsom is presenting Charlotte’s Web each weekend in September and the first weekend in October. Click here for tickets. Directed by Allen Schmeltz, it is great entertainment for the whole family in a wonderful intimate theatre! And if you’re lucky, you might get an autograph from Wilbur.
The California courts are becoming quite lenient in ruling that assets are in a trust. Here is the State Bar of California Trust and Estate Section’s summary of Carne v. Worthington, filed April 13, 2016, Fourth District. Decedent executed a revocable trust in 1985 (the “1985 Trust”), and real property located on Via Regla was […]