Category: Testamentary Intent

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California Estate Planning Disrupted by COVID-19 Virus and “Social Distancing”

What a difference a few weeks make!  A month ago, the COVID-19 virus was a distant threat.  Over the last few weeks, California courts and law offices have closed, leaving families at home and uncertainty as to when “normal” will return. Colleagues share that COVID-19 has led to a flurry of calls from clients who … Continue Reading

Don’t Rely on a Post-It® Note to Amend Your California Trust

A key feature of a California revocable trust is that it can be amended.  Revising a trust can, however, seem like an irksome chore so it’s common for creators of trusts (i.e., “settlors” or “trustors”) to shrug off an amendment until it becomes clear they have limited time to settle their affairs. Such procrastination invites … Continue Reading
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