One of the most important, and most expensive, phases of litigation is the discovery stage. It is through discovery that litigants learn what documents the other side has and what their testimony at trial will be. While it may seem counterintuitive to give the opposing party the evidence supporting your claim, the primary purpose of…

So, you’ve found yourself in the position of trustee and are managing your loved one’s estate while they are still alive. What are your duties to account to the eventual beneficiaries of your loved one’s estate? And what if your loved one is incompetent, thus the reason you are now overseeing their estate? Beneficiaries Left…

Trust administration is a necessary process that can often appear complicated and daunting. You’ve just lost your loved one and have been chosen to be their successor trustee which requires administering their trust and will and all of their assets within their estate plan. Working with a trust administration attorney can help alleviate the burden…

How to Manage Your Photos, Data & Social Media Accounts After You Die Thinking about your “digital legacy” may seem strange but given the amount of data and content we all use and create (think about all your phone’s pictures, iCloud backups, texts, social media accounts, and Apps like Venmo and Starbucks), it is something…

A few weeks ago, the Rams won a Super Bowl for the first time since they have called Los Angeles “Home”. One of their stars, Odell Beckham Jr. (“OBJ”), signed a one-year contract prior to this season to play wide receiver for the Rams. For better or for worse, OBJ decided to convert his base…

In April 2021, the California Court of Appeal issued the decision of Breslin v. Breslin, effectively putting all trust beneficiaries on notice that they are at risk of being disinherited if they do not attend a Court ordered mediation. In other words, as a beneficiary, do NOT ignore ongoing litigation involving trusts, even if you…

Being served with a lawsuit is often an unexpected and nerve-racking experience. If you have never been sued before, you may be at a complete loss for what you are required to do next, your deadlines, and your options moving forward. The Summons and The Pleading When you are sued, you will be served with…

Just got remarried? Time to update the estate plan! Just had a baby? Time to update the estate plan!Remembering to update your estate planning documents, (your will and trust), may not be top of mind after every life changing event. These milestone moments take up time, emotions, and let’s face it, valuable sleep, so California…

“My father died, and I am named as successor trustee. Now what do I do?”Most people have had little to no experience administering a trust and typically have many questions as to where to even begin with the administration of the trust. The goal of this article is to help provide a general overview of…

Just by virtue of the name, “irrevocable” living trust, one would assume this is something that cannot be revoked, changed, or terminated. In fact, if you are the person who created the trust, you should consider the terms of an irrevocable living trust to be set in stone; a benefit which has provided much needed…

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