Other Estate Planning and Probate Topics Attorney in San Mateo, California
Besides trust and estate litigation, what other types of litigation does the firm handle?
Besides trust and estate litigation, what other types of litigation does the firm handle?
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under the California Probate Code a
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probate court is a court of general
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jurisdiction and that means that a
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probate court will hear any matter that
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would normally be a civil matter as long
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as it involves a decedent’s estate or a
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decedent’s trust or a decedent’s assets
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so we frequently file claims or defend
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claims concerning life insurance
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policies or retirement benefits or other
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ways in which a an acid is distributed
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through a beneficiary designation rather
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than through a will or trust and one
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important new development in the law is
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what’s called a transfer on death deed
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which allows a person to record against
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their house or other real property a
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statement that they would like their
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property once they die to go to a
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particular person a transfer on death
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deed can be executed without the use of
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an attorney it can be ambiguous as to
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what it means it can be a tool for undue
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influence and manipulation so we’ve
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already seen some litigation concerning
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transfer on death deeds and they’ve only
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been legal since 2018 in California so
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we expect that a lot of disputes will
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continue to arise concerning transfer on
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death deeds and other kinds of deeds
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that may not accurately describe what
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the decedent wanted to do
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San Mateo, CA estates & probate lawyer Jeffrey Loew talks about his firm’s work handling life insurance policies, retirement benefits and other ways in which an asset is distributed through a beneficiary designation.
