Wills & Trusts

Lunch with The Probate Judges – 2016

On March 15, 2016, Judges of the Probate Court for Los Angeles County discussed the current state of the Probate Court and addressed issues and concerns affecting the Court, the courtroom transitions, modernizing the system to benefit litigants, and  other questions submitted by Beverly Hills Bar Association Member from the Trust and Estates Section members. …

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Beverly Hills Bar Association Program – Wills, Evidence and Henry VIII: A Discussion of Estate of Duke

Firm partner, Yasha Bronshteyn, attended A Discussion of Estate of Duke which was presented on January 19, 2016, at Lawry’s in Beverly Hills, by the Beverly Hills Bar Association-Trust & Wills Section.    The presentation focused and discussed an unanimous decision, In re the Estate of Duke-the recent California Supreme Court case which held that extrinsic …

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Orange County Trust & Estates Section Seminar: Crossover Issues in Trust & Estate Law and Family Law

Looking forward to the presentation by the Trust & Estates Section of the Orange County Bar Association on October 6, 2015, at 5:30 P.M. at  Grand Catered Events • 300 S. Flower St., Orange 92868.  Moderators for the event will include Judge David L. Belz, Orange County Superior Court. Topics to include Automatic Temporary Restraining Orders on …

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California Law Provides Ways to Amend or Revoke an Irrevocable Trust

At Ginzburg & Bronshteyn, LLP we are dedicated to providing efficient, effective, and affordable solutions to clients involved in conservatorship cases, trust and estate disputes, as well as other types of family law issues. We are here to help you and your loved ones. To discuss your needs and discover your options, consult the Los …

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Lunch With the Probate Judges – 2015

On March 24, 2015, the panel of Probate Judges discussed the current state of Probate Court in Los Angeles County and addressed questions and concerns submitted by members of the Beverly Hills Bar Association. Fortunately six probate judges from the Los Angeles Superior Court – Central District were able to attend the lunch at Lawry’s …

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Trust and Wills Disputes – Under California Law

Estate of Stoker – filed March 3, 2011, Second District, Div. Six. Cite as 2011 S.O.S. 1274 This case involves two issues under California Law that are seen and dealt with in the Probate Code. One issue is the required “Notification by Trustee” to all beneficiaries and heirs-at-law upon a trust [or portion thereof] becoming …

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Beneficiary’s action to invalidate trust amendments based on lack of capacity and undue influence.

A brief summary of the recent decision the the California Court of Appeal- In the Third Appellant District Case No. C068747 Drake v. Pinkham filed May 28, 2013, publication ordered June 21, 2013, Beneficiary’s action to invalidate trust amendments based on lack of capacity and undue influence was barred by laches where the facts alleged …

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Contingent Beneficiaries Can Pursue Trustee for Squandering Trust’s Assets, High Court Says

A family’s trust dispute got new life when the California Supreme Court reversed an an appellate court ruling, and determined that a group of contingent beneficiaries did, as a matter of law, have standing to sue the trustee of a family trust for breaching his duties by making a large, risky investment in a company …

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Dealing with No Contest Clauses in California Wills, Trusts

A “no contest” clause is an item inserted into many wills and/or trusts to reduce the likelihood that a beneficiary will mount a court challenge to the document. The California legislature modified the statute governing no contest clauses in recent years, attempting to simply the law regarding these provisions. In the process, however, the state’s …

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Children of Ex-wife Entitled to Take in Accordance with Man’s Will, Trust, Court Rules

A California appellate court upheld the right of the children of a man’s ex-wife to receive the distributions promised to them in the man’s will and trust. In Estate of Lira, the court rejected a daughter’s argument that her father’s ex-wife’s children were disqualified from inheriting, ruling that the ex-wife’s family was related to the …

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