Heggstad for Non-California Assets

I was recently brought in to consult on a Nevada trust litigation case. It was a hotly contested case where one side was attempting to use the California Heggstad law to move NEVADA real estate.  As an expert on the California Heggstad laws I was brought in to advise. In fact, my blog was quoted in Court papers in that case!

Subject to appeal the Nevada Court accepted the California Court order derived from the Heggstad petition.  The Judge said he had to give full faith and credit to the California Court order.

I am not saying Heggstad is the answer to move out of state real estate. The other state’s probate rules might be easier. However, it’s an option to keep in mind for the right case.

Should you need to move real estate, after death, into a trust in California or another state talk to me about a California Heggstad Petition!


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10.0John Bernard Palley
Wealth Counsel Member
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