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2016 Best of the Bar – San Diego Business Journal

“The good lawyer is not the man who has an eye to every side and angle of contingency, and qualifies all his qualifications, but who throws himself on your part so heartily, that he can get you out of a scrape.” — Ralph Waldo Emerson (American Essayist, Lecturer and Poet)     Ralph Waldo Emerson’s

The Advantages of Mediation in a Probate Dispute

The Advantages of Mediation in a Probate Dispute When a person passes away with or without a will in the state of California, there is a good chance that his or her estate will have to go through a process called “probate.” This process involves establishing the validity of a will, settling the estate’s debts,

Riverside County Trust Contest and Financial Elder Abuse Case Reaches Positive Settlement with Morris Law Firm, APC

In the fall of 2014, Mr. and Mrs. Ultes (“Petitioners”), an elderly couple residing in Riverside County, filed a petition in the Riverside Superior Court to challenge the validity of a trust amendment they assert their long-time friend executed prior to his death. Based on the petition in court records: (1) Decedent’s wife had recently

Protections for Trustees when the Validity of a Trust is Attacked

Too often, beneficiaries are dissatisfied with the provisions in the trust document.  Disputes often arise from how and when assets are distributed and beneficiaries may decide to launch a legal attack on the validity of the trust itself. Certain individuals may believe they were wrongfully denied status as beneficiaries and may file a legal challenge

Protecting a Trustee against Beneficiary Challenges

When people think of trust litigation, they might think about beneficiaries bringing an action to obtain access to or possession of the trust property. However, the trustee may also need legal protection if one or more beneficiaries decide to question how the trustee is managing and administering the trust property. Beneficiaries can sometimes be more

No-Contest Clause

Can You Contest a Trust with a No-Contest Clause? If you are a beneficiary to a trust and you wish to bring a legal challenge regarding the trust, you may be inclined to swiftly back off if you learn the trust has a “no-contest” clause.   Such a clause provides for the disinheritance of any

4 Reasons a Beneficiary Should Take Action to Remove a Bad Trustee

Is your trustee protecting the beneficiaries’ assets? Unfortunately, there are trustees who intentionally or inadvertently do the wrong thing and your assets may consequently be diminishing, or worse, be misappropriated. Estate planning usually resolves to creating a trust to protect assets for the sake of beneficiaries. This structure normally avoids the lengthy processes of probate. Assets

2016 Best of the Bar – San Diego Business Journal

“The good lawyer is not the man who has an eye to every side and angle of contingency, and qualifies all his qualifications, but who throws himself on your part so heartily, that he can get you out of a scrape.” — Ralph Waldo Emerson (American Essayist, Lecturer and Poet)     Ralph Waldo Emerson’s

The Advantages of Mediation in a Probate Dispute

The Advantages of Mediation in a Probate Dispute When a person passes away with or without a will in the state of California, there is a good chance that his or her estate will have to go through a process called “probate.” This process involves establishing the validity of a will, settling the estate’s debts,

Riverside County Trust Contest and Financial Elder Abuse Case Reaches Positive Settlement with Morris Law Firm, APC

In the fall of 2014, Mr. and Mrs. Ultes (“Petitioners”), an elderly couple residing in Riverside County, filed a petition in the Riverside Superior Court to challenge the validity of a trust amendment they assert their long-time friend executed prior to his death. Based on the petition in court records: (1) Decedent’s wife had recently

Protections for Trustees when the Validity of a Trust is Attacked

Too often, beneficiaries are dissatisfied with the provisions in the trust document.  Disputes often arise from how and when assets are distributed and beneficiaries may decide to launch a legal attack on the validity of the trust itself. Certain individuals may believe they were wrongfully denied status as beneficiaries and may file a legal challenge

Protecting a Trustee against Beneficiary Challenges

When people think of trust litigation, they might think about beneficiaries bringing an action to obtain access to or possession of the trust property. However, the trustee may also need legal protection if one or more beneficiaries decide to question how the trustee is managing and administering the trust property. Beneficiaries can sometimes be more

No-Contest Clause

Can You Contest a Trust with a No-Contest Clause? If you are a beneficiary to a trust and you wish to bring a legal challenge regarding the trust, you may be inclined to swiftly back off if you learn the trust has a “no-contest” clause.   Such a clause provides for the disinheritance of any

4 Reasons a Beneficiary Should Take Action to Remove a Bad Trustee

Is your trustee protecting the beneficiaries’ assets? Unfortunately, there are trustees who intentionally or inadvertently do the wrong thing and your assets may consequently be diminishing, or worse, be misappropriated. Estate planning usually resolves to creating a trust to protect assets for the sake of beneficiaries. This structure normally avoids the lengthy processes of probate. Assets