CALIFORNIA PROBATE CENTER

The Authority for Probate Litigation and Estate Planning in California

California Probate Court Correctly Denied Use of Frozen Sperm by Widow

A California probate court [See "What is California Probate?"] correctly ruled that a widow was not entitled to her dead husband’s frozen sperm, held the California Court of Appeal (Third District). Estate of Kievernagel, C055516 ( 9/11/08). The issue was whether Joseph Kievernagel would have wanted his wife, Iris Kievernagel, to have the sperm after [...]

How Do You Make Sure Your Last Will and Testament is Honored? “Blackmail” Your Beneficiaries.

A will (see “Advantages of a Will”) drafted under California law cannot violate public policy. For example, a San Diego probate court (see “Disadvantages of San Diego Probate”) will not enforce a clause that dictates the commission of a crime or specifies that the beneficiary must divorce a named spouse before a gift from the [...]

Eight Signs Your California Tax Shelter or Offshore Asset Protection Trust Is Actually Tax Evasion

Now that the big accounting firms have been stung by IRS investigations, indictments, and convictions of the promoters of off the shelf tax shelters (like the POPS, PICOs, and FOCUS of Arnold and Porter), they have largely stopped offering speculative “investments” and offshore asset protection trusts. Now “a few smaller accounting and regional law firms, [...]

Ironclad Asset Protection: The Tax Shelter That God Built

Asset protection may come in many forms, but what if your tax shelter was built by God? That is the claim of an Iowa resident who believes he resides in heaven, the ultimate off-shore asset protection trust. The man’s logic seems to be that heaven is not within the jurisdictional reach of the IRS, and [...]

Probate Litigation Over James Brown’s Will Tears Apart the Godfather’s Soul

When you write a will, your estate becomes vulnerable to probate litigation (as opposed to a living trust). When you are related to the Godfather of Soul, there are many, many reasons (read: dollars) to litigate over a contested stake. Elvis Presley’s estate earned $49 million last year; John Lennon’s took in $44 million. True [...]

Jury Finds San Diego Probate Agent Murdered By Beneficiary of Will

Michael Ray Jennison was found guilty of second degree murder of a real estate agent hired by a local San Diego probate lawyer. [See the first report here and the second report here.] Jennison inherited part of a condominium from his grandmother (see “What Will Happen If I Die Without A Will?“). Probate agent James [...]

The Revocation of California Revocable Living Trusts – California Dreaming Turns to California Scheming?

Statutory Trust Revocation May Reward Devious Spouses – Punish Sloppy Trust Drafting It has long been settled that under California probate law, if the trust does not provide for an exclusive method of revocation, the settlors may revoke either by the method contained in the trust or by resort to procedures outlined under statutory revocation. [...]

“Will I Inherit from My Parents if I Kill Them?” California Slayer Statute – A Common Sense Answer

A lot can hang in the balance upon the death of a person. Although not every family murder is driven by a large inheritance, it has happened enough that a general rule of law has formed to prevent the person from benefiting from the crime. Not only has the rule of law been postulated by [...]

Why You Need A Guardian and How to Choose a Guardian

Many parents do not realize that if circumstances suddenly change, as in unforeseen death, incapacity, or some other circumstance prevents their ability to care for their children, a legal guardianship process will be instituted in which a caregiver is selected by a California probate court. For example, if a parent were arrested while her child [...]

What is a Guardianship? California Guardianships In San Diego Probate Court

A guardianship is appointed for juveniles whose parents cannot take care of their children anymore for any number of reasons, such as a physical illness, military deployment, drug or alcohol problems, or child neglect. In California, there are two types of guardianships, each of which is handled by the San Diego Probate Court. Probate Guardianship [...]

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