Daughter and elderly mother looking over estate plan.

What Is Undue Influence in Elder Law Cases?

Whenever a person leaves a disproportionate share of his or her assets to a caregiver or friend, or only one or two of the person’s natural heirs, leaving out others, the disappointed would-be beneficiaries are likely to cry “undue influence.” This argument is often the basis of a will or trust contest. Sometimes close friends […]

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Probate court paperwork.

The Real Cost of Probate in California

It can be expensive and time-consuming to take an estate through the probate courts in California. There are many fees set by the Probate Code that will come out of the estate before the beneficiaries receive a penny. Sometimes, people have to sell the family home or farm to pay the probate costs.  Many people […]

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Woman with conservatorship over elderly woman.

Obtaining Conservatorship of an Elderly or Incapacitated Individual

Many families struggle with the decision about whether to obtain conservatorship of an elderly or incapacitated family member. You can make some decisions for your loved one without involving the courts. But there are other matters for which you will need legal authority to make decisions for another adult. A California estate planning attorney can […]

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Couple looking at fixed and discretionary trusts.

Understanding Fixed and Discretionary Trusts

Trust agreements offer a variety of benefits for both the settlor and the beneficiary. However, there are many different types of trusts. Knowing which type of trust is best for your situation may require assistance from a California estate planning attorney. For example, would you and your beneficiaries gain more advantage from fixed or discretionary […]

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Couple meeting with an estate planning lawyer.

Common California Estate Planning Misconceptions

Most people are generally familiar with the estate planning process, or with what an estate plan is. And many people understand that an estate plan, drafted with the assistance of an experienced California estate planning attorney, is the best way to avoid the probate process and ensure that their assets are passed on in accordance […]

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What Are California Trustees Responsible For?

Being named as a trustee is an important role. Trustees have certain legal duties that they must fulfill, in addition to adhering to the terms of the trust agreement. Even though the trustee has the right to manage trust assets, and the discretion to administer the assets reasonably, the trustee is also bound by certain […]

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Loew Law Group discusses five estate planning tips to help single parents.

Five Estate-Planning Tips for Single Parents

Estate planning is important for everyone, but especially for single parents. Single parents face several estate planning issues that other individuals may not face. Protecting their children is usually the highest priority for single parents. A California estate-planning attorney can help single parents ensure their children have everything they need, even if the parent is […]

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