Author Archives: adamevanlaw
Should I Transfer My LLC or Corporation Interest to My Trust?
Business Interests Are Often Overlooked When individuals create a revocable living trust, they frequently focus on transferring real estate and financial accounts into the trust. However, business interests are often overlooked. For business owners, properly addressing ownership interests may be … Continue reading
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How Much Does Probate Cost in California?
Probate Expenses Can Vary Significantly One of the most common questions families ask after a loved one dies is how much probate will cost. The answer depends on several factors, including the size of the estate, the assets involved, whether … Continue reading
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Why Funding Your Trust Is Just as Important as Signing It
Creating a Trust Is Only the First Step Many people believe their estate planning is complete once they sign their trust documents. In reality, creating a trust is only part of the process. For a trust to work as intended, … Continue reading
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How Can I Provide for My Spouse While Protecting My Children’s Inheritance?
Balancing Competing Estate Planning Goals Many individuals in second marriages or blended families face a common concern. They want to ensure that a surviving spouse is financially secure, while also preserving an inheritance for children from a prior relationship. Without … Continue reading
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Heggstad Petitions Explained: Fixing Trust Funding Problems in California
What Is a Heggstad Petition? A Heggstad petition is a California court procedure that may allow property to be confirmed as trust property even if it was never formally transferred into the trust during life. This issue commonly arises when … Continue reading
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How Do I Become Guardian of a Minor Child in California?
Understanding Guardianship A guardianship is a court proceeding that allows an adult to assume legal responsibility for a minor child. Guardianships are often necessary when a child’s parents are unable to provide care due to death, incapacity, absence, or other … Continue reading
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What Happens If Parents Die Without Naming a Guardian?
Why Guardian Nominations Matter One of the most important parts of estate planning for parents with minor children is naming a guardian. A guardian is the person responsible for caring for a child if both parents die before the child … Continue reading
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What Happens If a Trustee Refuses to Act?
Trustees Have Important Responsibilities After the creator of a trust dies, the successor trustee is generally responsible for administering the trust and carrying out its terms. In some situations, however, a trustee may refuse to act, become unresponsive, or simply … Continue reading
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What Are a Trustee’s Duties in California?
Understanding the Role of a Trustee A trustee is responsible for managing trust assets and carrying out the terms of the trust. After the creator of a revocable living trust dies, the successor trustee generally takes control of trust administration. … Continue reading
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Trust Administration After Death
What Happens After a Person With a Trust Dies? The Successor Trustee’s Role When the creator of a trust dies, the successor trustee is responsible for administering the trust. This often includes: Many trustees have never handled these responsibilities before. … Continue reading
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Law Office of Adam T. Evan 