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Probate Trust Administration: How to Avoid Family Conflict Trust administration involves far more than paperwork and legal procedures. At its core, trust administration is about people, relationships, and responsibility. While trustees must fulfill important legal duties, they often face an equally difficult challenge: helping family members navigate one of the most emotional periods of their lives. Although clear communication won’t prevent every disagreement, […]
Probate Living Trust Funding: Avoid Probate Mistakes Many families face a heartbreaking and frustrating situation. After a parent passes away, they discover a complete estate plan in a desk drawer, including a revocable living trust. However, they soon learn that the trust was never funded. As a result, the estate plan may not work as intended. Creating a trust is only the […]
Probate California Probate Process: Timeline, Costs, and Rules When someone passes away in California, their estate may go through probate, a court‑supervised legal process. Probate confirms the validity of a Will, settles unpaid debts and taxes, and transfers assets to heirs or beneficiaries. Because probate often takes time and money, understanding when it applies—and when it does not—can help families plan more effectively. […]
Real Estate When to Get Excited About the Housing Market Real estate professionals get that consumers, by and large, ignore housing statistics and the market until they become involved in the purchase or sale of a home. It’s only natural then that what impacts the market is a bit of a mystery to many. What determines a buyers’ or sellers’ market? What factors influence home […]
Uncategorized WHAT IS A LIVING TRUST? WHAT ARE THE ADVANTAGES?   A “Living Trust” is a written contract with 3 parties: “Trustors”, “Trustees” and “Beneficiaries.” The Trustors place certain property in the Trust (known as “Trust Estate” or “Trust Corpus.”) The Trustees are the LEGAL OWNERS of the Trust Estate and the named Beneficiaries are the BENEFICIAL OWNERS of the Trust Estate.  Often the Trustors […]
Real Estate BUYING/ SELLING PROPERTY IN A TRUST OR PROBATE Dealing with a loved one’s loss of capacity or death is a very difficult experience for anyone. It can be even more disturbing if you are the person entrusted with putting the loved one’s affairs in order. It can seem like the demands on you as conservator, personal representative (executor) or trustee can be overwhelming, […]
Real Estate WHAT IS A CONSERVATORSHIP? When an adult (or married minor) is no longer able to handle his or her own affairs, the Probate Court may set up a “Conservatorship.” Generally, if the person (“Conservatee”) is no longer able to handle his or her financial affairs, a “Conservator of the Estate” is appointed to manage the assets and a “Conservator […]
2020 WHAT IS LA’s HISTORIC PRESERVATION PROGRAM? Aug 09, 2020 Real Estate Many properties within the neighborhoods of the City of Los Angeles we work in are valuable historic structures, some of which are protected under the City’s historic/cultural preservation program. Some have been designated Historic-Cultural Monuments (HCM).  Others are in one of the special preservation zones.  It is important for potential […]
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2020 NAVIGATING THE TRUSTEE DECISION Sep 02, 2020 Real Estate   The following article is reprinted from a series of excellent articles about Transferring Your Legacy in UNION BANK THE PRIVATE BANK Perspectives August, 2020 (union bank.com ) Navigating The Trustee Decision: Understanding The Pros And Cons Of Selecting An Individual or Corporate Trustee Ensuring the health and safety of your assets […]
Selling 3 Tips for a Higher Home Appraisal Jun 15, 2016 Selling It may seem that homebuyers and sellers don’t agree on much, but they share one important concern: that the transaction is successful. This comradery is never more evident than during the appraisal process. It’s only natural, since the results of the appraisal can send the deal spiraling out of control. Appraisers […]
Home Improvement 5 DIY Improvements to Make Your Home Classier 5 DIY Improvements to Make Your Home Classier Aug 03, 2016 Home Improvement Updating your home to be more chic – without looking cheap – is completely doable on a budget. If you’re looking to add more class to your home, taking on a DIY project can give your house that extra sense of style […]
Real Estate Probate Versus Living Trust: How You Hold Title Makes a Difference By Barbara Pronin As most real estate professionals know, the way in which people hold title to a property can have significant legal and tax implications, including whether the property must go through probate upon death and what taxes the heirs must pay when they sell it. According to some attorneys, one of the best […]

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