By Allison M. Pedrazzi on Posted in Estate and Trust PlanningIn our monthly department meetings, the trusts and estates group at Weintraub keeps current by reviewing recent cases and discussing how they could affect our practice. See below for some highlights from the past few months: Pena v. Dey – When is Self-Help Enforceable? (Filed August 30, 2019) The gist: James Robert Anderson established a… Continue Reading
By Carlena L. Tapella on Posted in ConservatorshipFrequently when a conservatorship proceeding is commenced, the proposed conservatee is residing in his or her personal residence. Having a conservatorship established can be a distressing experience for a conservatee who has awareness of the effect of such a proceeding. One primary concern may be whether there is going to be a change to living… Continue Reading
Posted in Estate and Trust PlanningIt was recently revealed that the late Paul Walker left his entire estate—valued at approximately $25 million—to his 15-year-old daughter, Meadow. As reported, Paul Walker named his father as the executor of his will and his mother, Cheryl, as the guardian of Meadow’s person and now-$25 million estate. Prior to his death, Meadow lived with… Continue Reading
Posted in Estate and Trust PlanningIn my two previous posts, I discussed the value of comprehensive estate planning even if you have a small estate or you want everything to go to your spouse. In this last installment, I will address the most common reason I hear from clients who say they don’t need an estate plan, which is, “I… Continue Reading