How Can a Heggstad Petition Avoid Probate in California?

By Bruce J. Gary, Esq. of Price, Crooke, Gary & Hammers, Incorporated

I receive frequent calls from people who fear that property that was supposed to be in a living trust was inadvertently left out of the trust. In many of these situations, a "Heggstad petition" will help to avoid a full-blown probate of the estate property.

So what exactly is a Heggstad petition?
Read More...

Can a Trustee Issue Interest Free Loans to Family Members?

By Bruce J. Gary, Esq. of Price, Crooke, Gary & Hammers, Incorporated

What happens when a trustee's duty to preserve trust property conflicts with instructions from a trust settlor to make interest free loans to family members? Recently, a trustee asked me to outline the consequences of making interest free loans to children.
Read More...

The 9 Best Times to Set Up a Living Trust

By Bruce J. Gary, Esq. of Price, Crooke, Gary & Hammers, Incorporated

What's the best time to consider setting up a living trust or estate plan?


You might think you know the answer, but we believe there isn't just one correct answer to that question. Here are some of the best times for you to consider setting up an estate plan with a living trust.

1. You just bought a home

Read More...