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

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 to contest a trust

4 Reasons to contest a trust Trusts are more than a structured financial advantage for the wealthy. Trusts are also used by people with modest means to protect assets from creditors, and save families and beneficiaries the expense and time associated with probate. The lengthy process of probate is required for wills, but is not

4 Reasons to contest the validity of a will

4 Reasons to contest the validity of a will As most readers will likely be aware, a will is a legal document that establishes the way in which the estate of a person who has passed away will be handled.   Wills usually define: who will administer the estate, known as the executor of the

LA Clippers Probate Appeal Denied

Donald Sterling loses landmark trust appeal. Los Angeles – November 16, 2015. The court of appeal has confirmed due process in the ruling by the probate court for the sale of the Los Angeles Clippers, formerly owned by the Sterling Family Trust. The appeal was against Rochelle Sterling who as sole trustee of the Sterling