Tag Archives: california probate code

Dead Men Tell No Tales and Other Issues with Contracts to Make a Will

By Danielle Diebert on February 19, 2020 Posted in Estate and Trust Planning, Trust

First, what is a contract to make a will? A contract to make a will is exactly as it sounds. It is an agreement to provide for a person as part of a decedent’s will. The terms of the agreement could be as simple as a promise to provide services in exchange for a specific… Continue Reading

Casebriefs – How Recent Decisions Could Impact You

By Allison M. Pedrazzi on November 19, 2019 Posted in Estate and Trust Planning

In 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

There’s No Place Like Home – Heightened Evidentiary Standard for Moving Conservatees from Their Personal Residence

By Carlena L. Tapella on November 12, 2019 Posted in Conservatorship

Frequently 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

Celebrity Trusts & Estates: Paul Walker Leaves His $25 Million Estate to His Teenage Daughter

Posted in Estate and Trust Planning

It 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

You Need an Estate Plan (Even in Your 20s and 30s) (Part Three)

Posted in Estate and Trust Planning

In 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