Revocable Living Trust

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Heggstad Success Stories: Real Estate Refinance Oversights Resolved

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Heggstad Success Stories: Real Estate Refinance Oversights Resolved

Heggstad petitions can save incomplete refinances and avoid provide. It is important to have an experienced Heggstad help you navigate the law and take advantage of Heggstad flexibility to avoid probate.

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The Role of Extrinsic Evidence in Winning Contested Heggstad Petitions

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The Role of Extrinsic Evidence in Winning Contested Heggstad Petitions

Heggstad petitions often require extrinsic evidence to demonstrate the intent of the grantor. It is important to have an experienced Heggstad attorney help you navigate complex CA rules of probate, evidence and civil procedure.

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Heggstad Petitions for Bank Accounts and Investments: Beyond Real Estate

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Heggstad Petitions for Bank Accounts and Investments: Beyond Real Estate

Heggstad petitions are not just a fail safe for real estate, but can be used for financial assets as well. It is important to have an experienced Heggstad attorney help you understand how financial assets not properly titled in a trust’s name can nonetheless be proper trust assets.

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Top 5 Reasons Heggstad Petitions Get Denied (And How to Strengthen Your Case)

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Top 5 Reasons Heggstad Petitions Get Denied (And How to Strengthen Your Case)

Heggstad petitions are frequently denied when unsupported by sufficient evidence of intent. It is important to have an experienced Heggstad attorney help you understand how to properly support your petition.

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Case Studies: Successful Heggstad Petitions for Trustees and Beneficiaries

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Case Studies: Successful Heggstad Petitions for Trustees and Beneficiaries

Successful Heggstad petitions are dependent on a number of factors. It is important to have an experienced Heggstad attorney help you understand how you can navigate errors to have success.

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Navigating California's Proposition 19: How an Estate Plan Can Help

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Navigating California's Proposition 19: How an Estate Plan Can Help

Proposition 19 makes significant changes to California's property tax laws and affects homeowners. It is important to have an experienced estate planning attorney help you understand how Proposition 19 may affect your estate plan.

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How Courts Determine Intent in a Heggstad Petition

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How Courts Determine Intent in a Heggstad Petition

Heggstad petitions can save California families from having to go through probate. It is important to have an experienced Heggstad attorney help you navigate the court process.

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Unfunded Trust Assets in California: What Happens When Property Is Left Out of a Trust?

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Unfunded Trust Assets in California: What Happens When Property Is Left Out of a Trust?

Heggstad petitions can save California families many tens of thousands of dollars. It is important to have an experienced Heggstad attorney help you understand how your unfunded trust may be a candidate.

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Special Needs Trust Estate Planning in California: Why It's Important

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Special Needs Trust Estate Planning in California: Why It's Important

With a special needs trust, you can be sure your loved one is in good hands. This article discusses some of the top reasons to set up a special needs trust, and touches on how to set one up in California.

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What Is a Heggstad Petition and How Does It Help Avoid Probate in California?

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What Is a Heggstad Petition and How Does It Help Avoid Probate in California?

Heggstad petitions allow parties to avoid probate for non-trust assets. It is important to have an experienced Heggstad attorney help you understand how a Heggstad petition can help you save time and money.