Explore asset distribution strategies for estate planning, including the factors influencing the strategy choice and the ...

In Gaddy v. Fenenbock (In re Est. of Fenenbock), a probate court entered an order directing the independent executor of an estate to make a partial distribution of assets from the residuary clause in ...

In a groundbreaking decision that could reshape the landscape of California estate law, the Court of Appeal in the Second District Division Four has ruled in favor of trustee David Henry Simon, ...

Estate planning professionals and families face significant challenges when dividing tangible personal property—artwork, jewelry, family heirlooms, and collectibles—among multiple heirs. Traditional ...

Industry jargon can turn understandable concepts into stumbling blocks. Here are simplified explanations, definitions and uses for some estate planning tools.

Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...

John Madden would be proud. When I am explaining the difference between probate and nonprobate assets to clients and seminar attendees, I usually produce a diagram that is worthy of the most elaborate ...

Tangible personal property – that is, property (other than land or buildings) that you can see or touch – is a special asset class in many estates. A client’s tangibles include their jewelry, clothing ...