What do you do if a friend or family member created a Trust, but forgot to fund it before passing away?  If you have evidence that the friend or family member intended to fund the Trust, you bring a Heggstad petition (derived from the 1993 case, Estate Of Heggstad 16 CA 4th 943).  The problem...Read More

Executing a Trust can be one of the most important estate planning decisions any person or family can make.  Funding a Trust changes ownership of assets in ways that allows for ease of management and transfer upon the passing of the people involved in the Trust.   When most people open bank accounts or purchase...Read More