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How to Navigate Trust Amendments: When Probate Code Compliance Meets Trust Procedure Failures

Earlier this year, the California Supreme Court ruled that a trust amendment can be valid even if the trustor did not follow the specific amendment procedure referenced in the trust document itself because the trustor (trust...more

California Proposition 19: What Does This Mean for Property Tax Transfers and Exemptions?

Children Inheriting Parents’ Property Will Be Impacted Financially - Newly passed Proposition 19 will have potentially severe financial consequences for children inheriting property from their parents. Approved by California...more

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