Category: Conflict Avoidance

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Take It or Leave It: The Perilous Decision of Whether to Violate a No Contest Clause

One of the most dramatic areas of California trust and estate litigation is no contest clauses.  No contest clauses bring a made-for-tv excitement to the practice of trust and estate law because of the risk of disinheritance.  Yet such clauses are widely misunderstood, even among attorneys.… Continue Reading

A Sacramento Estate Planner Shares Thoughts on Conflict Avoidance

I asked estate planning attorney John Goralka, of the Goralka Law Firm in Sacramento, to share his thoughts on working with clients to avoid disputes over their estate plans. John has been a lawyer since 1988.  The State Bar of California has certified him as a specialist in both Taxation Law and Estate Planning, Trust … Continue Reading

Notice of Proposed Action May Quiet Back Seat Driving Beneficiaries

Acting as a trustee can be a thankless and time consuming job, especially when the reward at the end is nothing more than second-guessing from trust beneficiaries.  In our Sacramento-based trust and estate practice, we represent trustees who have strained relationships with beneficiaries, whether their siblings, step-relatives, or otherwise.  One useful tool to help trustees manage … Continue Reading

California Trust Conflict Avoidance – A Bank Trust Officer’s Perspective

This week we share a perspective on California trust conflict avoidance from Chris Ann Bachtel, who is a Senior Vice President and trust manager at First Northern Bank, a regional bank founded in 1910 with branches across Northern California. Tell us about your background. I majored in Speech Communications and Theater at Wake Forest University.  … Continue Reading
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