Tag: Lintz v. Lintz

Your Slice of the Pizza – Only Directly Inherited Asset Qualifies as Separate Property

It is widely understood in California that inherited assets, unlike assets earned from labor, are the separate property of the receiving spouse.  But what if the assets do not come directly from a parent and instead pass from one sibling to another? Inheritance for separate property purposes generally means direct inheritance, says the California Court … Continue Reading

Are California Trusts that Favor Spouses Presumptively Invalid?

When Wife works with her Sacramento estate planning lawyer to favor her Husband over her children from a prior marriage in her trust, does California law presume that Husband exerted undue influence over the Wife to gain a benefit?  Until 2014, most California trust and estate lawyers would answer that question in the negative.  Favoring … Continue Reading
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