IRS regulations anticipated for release as early as this September may further restrict valuation discounts.
The ever confusing Trust and Will no-contest clause is continually being used and abused in California Trust and Will lawsuits.
Personal property can be, well, so personal.
Section 731.105 of our Probate Code tells us that all probate matters are “in rem” proceedings. In my last post I wrote about two recent cases testing the outer limits of a probate court’s in rem jurisdictional authority.
The law of no-contest clauses in California has steadily eroded over the past decade.
First and second generation family business owners spend an inordinate amount of time focused on building and preserving their family legacy. This is hard, hard work.
In California, do the rules of civil procedure apply to probate matters? The short answer is yes.