Who should be trustee?
The selection of a trustee is one of the most important decisions a settlor can make. Revocable trusts are often established to avoid probate and
klaus.gottlieb
December 30, 2021
Guiding the hand of a testator signing a will
It is a common misunderstanding that it is improper, unethical, or illegal to assist another person in writing his signature. In most jurisdictions, including California,
klaus.gottlieb
December 29, 2021
The subtle difference between a Totten Trust and a Payable-on-Death (POD) account in California
Summary: Totten Trusts and Payable-on-Death (POD) accounts are both financial tools that allow assets to bypass probate, ensuring that funds go directly to a designated
klaus.gottlieb
December 28, 2021
What is quasi-community property in California?
Let’s start with community property California is a community property state. The nine community property states are all located in the western US except for
klaus.gottlieb
December 15, 2021
What is legal separation in California and which marital rights are preserved?
Physical separation is one factor in establishing the end of the economic marital community, the other is that at least one spouse must not intend
klaus.gottlieb
December 10, 2021
Competency in California law: Double standard for wills and trusts?
Understanding Testamentary Capacity: Requirements under CA Probate Code Section 6100.5 Let’s start with wills. CA Probate Code Section 6100.5 states: “(a) An individual is not mentally
klaus.gottlieb
December 9, 2021
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