This is my first official blog, I mean blawog, link to my Facebook account so my apologies if you are not interested in hearing aboutCaliforniaprobate, trust and estate planning.  I like to think it’s a topic relevant to everybody.  I mean, it will happen to most of us some day….  I have been blogging, on these topics, for […]

As I mentioned yesterday I am a frequent lecturer on California probate and estate planning.  Down below are my notes from a 2008 lecture on the probate process given here in Sacramento to a room full of attorneys. There are a lot of little issues involved with putting creditors on notice in probate. Failure to […]

I am a frequent lecturer, to other attorneys, in the area of probate and estate planning.  A lot of people of questions on the California Probate Inventory. Here are my notes from a 2008 lecture I gave on this topic: Contact me with questions or visit our probate website at www.californiaprobate.info for more information -John […]

Did you know there is a California probate code that can help transfer timeshares, after death, withtout the need for a full probate?  We can typically take care of this for you for a flat fee of $750 which includes the Court costs. The only additional cost would be the timeshare transfer fee. This works for […]

I have told you before that the California probate code has most of the answers that we need. Knowing where those laws are is another thing and takes many years to figure out. However, this is a great resource if you are the beneficiary of a trust, the trust is now irrevocable (typically after death) […]

As I am going on my first helicopter ride today I thought I would mention that if you have a helicopter, or a plane, or a big boat, or anything else like that it should most likely be titled in your California living trust.  The DMV has easy procedures, after death, to transfer cars to […]

In many of my California probate cases there are lost assets… or at least my client thinks there are lost assets. How do you track them down?  There are different ways but I am going to tell you about a real case I am working on right now. When a person dies I advise my […]

I do estate planning every day of the work week from my offices in Sacramento and Roseville, California. I work with clients from a variety of economic backgrounds though most of my estate planning clients have some assets.   Some more than others of course.  I work with a lot of clients who own a house, […]

When we do estate planning for clients here in California there are often concerns about their children losing the desire (or never gaining the desire) to work. That is, many of us have heard stories of adult children inherting money and either blowing it all real quick or, if it’s a lot of money, never […]

My wife and I are going on a vacation for the long weekend and I, being a human, thought about my will and trust.  Mostly my will as that is where the guardian of our kids is named. I know, I know it’s not too likely that the plane is going to go down but […]