Due to changes in federal and state laws over the past decade, many of the AB trusts created prior to 2011 may no longer be the most desirable method of estate planning for a married couple. This [...]
San Diego County implemented new procedures in the Probate Court with the goal of reducing wait times for hearings on the initial Petition for Probate. These new procedures can reduce the overall [...]
A Will and a Trust are both common tools used when creating your estate plan. Both documents assist your loved ones in determining your last wishes as it applies to all of your worldly assets, [...]
Navigating child care situations can become complex, especially when parents are temporarily unavailable or permanently unable to care for their children. While a formal court-ordered [...]
This blog article responds to questions we frequently receive about trust funding. The failure to properly fund a trust often has adverse consequences that are preventable. At Naimish & Lewis, we [...]
Often portrayed in movies by families fighting over a large inheritance left by the rich benefactor who may, or may not, have lost their marbles (insert plot twist), capacity can be a major issue [...]
A generation-skipping trust is an estate planning tool that allows you to transfer assets to grandchildren or more remote descendants. However, there are important tax implications to consider [...]
A common question that arises during probate is “who gets paid first?” There are multiple parties that need to be paid during and after probate. Creditors of the decedent, governmental entities [...]
