Category Archives: Estate Planning

A SPECIFIC REFERENCE TO A POWER OF APPOINTMENT OR TO THE INSTRUMENT THAT CREATED THE POWER IS SUFFICIENT AS PROBATE CODE SECTION 632 DOES NOT MANDATE IDENTIFICATION OF THE CREATING INSTRUMENT

In 1979 Arthur and Hildis O’Connor created the Arthur P. O’Connor and Hildis M. O’Connor Family Trust (the Trust) naming their children, Brian, Astrid, John, Kevin and Eric, as beneficiaries. The Trust allocated equal shares to each living child, then … Continue reading

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CALIFORNIA LEGISLATURE AUTHORIZES REVOCABLE TRANSFER UPON DEATH DEED

On September 23, 2015, Governor Brown signed AB 139, a bill introduced by Assemblyman Mike Gatto, which allows Californians to take advantage of a new, low-cost way to avoid probate on residential real property – the revocable transfer on death … Continue reading

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