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Recent Posts in Heirs Category

When a CA senior with a joint bank account dies, do the funds belong to the decedent's estate or the co-signer?

California courts have long grappled with this issue -- when a California senior dies with joint bank account, who does the money belong to? Is it the decedent's estate, or the surviving joint ...
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Can my Will leave a gift to someone on the condition that he or she get divorced?

In California, probably not. It's fairly common for a person to want to leave an inheritance to someone, "but not if he or she is still married to that monster." A gift conditioned on ...
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I'm a Trustee? What happens if I don't send a §16061.7 notice?

If the Trustee of a California Trust fails to send the required Notification by Trustee (also called a California Probate Code §16061.7 Notice ), or fails to properly serve the Notice on its ...
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I'm a Trustee. How may days before I have to send the §16061.7 notice?

In most cases, California Probate Code §16061.7 requires that the Trustee send the Notification by Trustee within 60 days of the triggering event (usually the death of the Trust's Settlor). ...
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What information must a §16061.7 notice contain?

When the Trustee of a Trust is required to send a §16061.7 Notice (also called " Notification by Trustee "), according to California Probate Code §16061.7(g), it must include 5 ...
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What is a §16061.7 notice?

Under Section 16061.7 of the California Probate Code, certain Trustees are required to send a legal notice to the Trust's beneficiaries and other interested parties. In estate planning law, this ...
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What is a Trust?

Okay, pop quiz. Which of the following is the best definition of a "Trust"? A legal entity that holds title to your assets; The fiduciary relationship between a Trustee (legal title) and a ...
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Want your heirs to get along? Talk to them.

Do you want your heirs to get along? An estate plan works best when every beneficiary knows in advance who'll inherit what, and why. It's important to tell your heirs, especially your adult ...
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Stephens Law Group - Agoura Hills Estate Planning Attorney
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