May 5, 2015

Filed April 28, 2015, Second District, Division Five

Cite as B256889

 

An attorney representing a client on a contingency basis brought a petition to determine the client was a pretermitted spouse. A settlement was reached and approved by the probate court under which a t...

April 16, 2015

A woman who received some $2.6 million in gifts from L.A. real estate mogul Donald Sterling must turn them over to his wife, a judge ruled Tuesday in a rare interpretation of California family law. V. Stiviano, who often was seen in public with Sterling but denied thei...

March 18, 2015

Ukkestad v. RBS Asset Finance

 

Filed  March 16, 2015, Fourth District, Div. One

 

Settlor established a Trust which recited that all of his “right, title and interest” to “all of his real … property” is included in the Trust’s assets.  After the Settlor’s death, the Co-Tr...

February 5, 2015

Chapter 197, Statutes of 2014 amends California Government Code section 8202 to require the addition of the following specific disclaimer to the top of the form jurat: "A notary public or other officer completing this certificate verifies only the identity of...

February 5, 2015

Chapter 197, Statutes of 2014 amends California Civil Code section 1189 to require the addition of the following specific disclaimer to the top of the form certificate of acknowledgment: "A notary public or other officer completing this certificate verifies o...

January 26, 2015

 

According to a recent Forbes Article:

 

More employees should be seeing longevity annuities in their 401(k) line-up, thanks to final rules announced by the Treasury Department’s J. Mark Iwry today. The rules are technical but the gist is that employees will now be able...

January 21, 2015

Tax Exemption Inflation Increases for 2015:

 

  • In 2015, there is a $5,430,000 federal estate tax exemption (increased from $5,340,000 in 2014) and a 40% top federal estate tax rate.

  • In 2015, there is a $5,430,000 GST tax exemption (increased from $5,340,000 in 20...

January 20, 2015

Trust Beneficiary’s Right to Information:

 

The trustee has a duty to keep the beneficiaries of a trust reasonably informed of the trust and its administration.  Probate Code § 16060.  This rule applies to remainder beneficiaries who might not otherwise be entitled to an...

January 20, 2015

California has one of the most aggressive estate recovery programs in the Country.  The Medi-Cal Estate recovery regulations provide that after the death of a Medi-Cal recipient, the State has a right to repayment from:

 

“All real and personal property and other assets...

January 20, 2015

Many estate-planning attorneys focus on dealing with tax issues when drafting estate plans.  However, because many elderly clients are entering skilled nursing facilities, estate-planning attorneys must be familiar with long-term care issues when drafting estate-plans.

...

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