Joint Bank Account Litigation and Pay On Death Disputes
Aging parents often add an adult child to joint accounts to make it easier from them to help manage assets or pay bills. However, this well-intentioned step can lead to unintended consequences in California when the parent passes away. In such cases, the surviving child, as the joint account holder, may receive the entire account […]
What Are The Grounds to Remove a Personal Representative in a California Probate?
Ideally, a personal representative acts like a responsible fiduciary and efficiently and ethically administers the estate. If a California personal representative does not meet their fiduciary obligations, however, there are several grounds to remove a personal representative in California probate. Grounds for removing a personal representative from office in a California probate Section 8502 of […]
Are Oral Promises Enforceable Against an Estate in California?
In Spears v. Spears, A164622 (1st App. 2023), the Court of Appeals of the State of California considered the question of when is an oral promise enforceable against an estate in California. In the decision, filed December 19, 2023, the Court analyzed reviewed a trial court’s dismissal of a creditor’s claim against the trustee of a […]
California Inheritance Litigation
Estate & Trust Litigation Mr. Gold represents beneficiaries, personal representatives and creditors in all matters of probate litigation and probate administration in the probate courts of California. Probate litigation typically involves the challenge to the validity of a will or trust, the meaning and construction of a will or trust, the proper administration of […]
California Probate Litigation
Trust and Estate Litigation Mr. Gold represents beneficiaries, personal representatives and creditors in all matters of probate litigation and probate administration in the probate courts of California. Probate litigation typically involves the challenge to the validity of a will or trust, the meaning and construction of a will or trust, the proper administration of a […]
