May 10 2022
Edward J. Corey, Jr. and Daniel C. Kim prevailed in a 9-day trial before the Yolo County Superior Court relating to a pre-death trust contest.
The Petitioner, son of the trust settlors, claimed that his parents lacked sufficient capacity and/or were unduly influenced in making changes to their trust in 2018 that removed him as a beneficiary of the family’s farming businesses. Based on the evidence presented at trial,
May 3 2022
Weintraub is pleased to welcome Lauren J. Orozco as an associate in the Firm’s Trusts and Estates practice group. She assists clients in resolving highly contentious and complicated trusts and estates disputes, either by settlement or by means of trials and appeals.
April 28 2022
From May 4-7, 2022, the Professional Fiduciary Association of California (PFAC) hosted its 27th Annual Educational Conference at the Disneyland Resort in Anaheim, CA.
March 17 2022
On March 17, 2022, the Professional Fiduciary Association’s Sacramento Chapter held a meeting titled “Recent and Proposed Developments in Conservatorship Law,” led by Weintraub attorneys Mary deLeo and Danielle Diebert.
The presentation covered proposed developments in conservatorship law, including updates to the disposition of property, care plans, and sale of personal property.
February 8 2022
March 23 2022
On March 23, 2022, Trusts & Estates attorney Daniel Kim presented a webinar for the San Luis Obispo County Bar Association.
The webinar, titled How to Get Rid of a Dead Body, discussed challenges an individual may face when handling the remains of a late family member or friend. Because it can be overwhelming to navigate the rules and laws that govern remains at a time when the focus is on family and estate responsibilities,
November 4 2021
Weintraub has been recognized with numerous rankings in the 2022 edition of U.S. News – Best Lawyers® “Best Law Firms.” The tiered rankings are assigned to law firm practice groups by metropolitan area. Thousands of firms are considered and reviewed nationwide through a detailed evaluation process before U.S. News and Best Lawyers® make selections for “Best Law Firms” rankings. The complete list is published on the U.S.
October 28 2021
On October 28, 2021, the Professional Fiduciary Association’s Sacramento Chapter held a meeting titled “Best Practices for Fiduciaries,” led by Weintraub attorney Mary deLeo. Attorneys Carlena Tapella and Danielle Diebert were co-presenters.
The presentation covered the best practices for fiduciaries to follow in fulfilling fiduciary obligations as trustees, conservators, and agents. Highlights included case management, sale of real property and administrative procedures.
October 27 2021
by Edward J. Corey, Jr., Carlena L. Tapella, Gary D. Rothstein, Mary deLeo
The Trusts & Estates Law Blog
An essential aspect of estate planning is the Trustee, who will be tasked to carry out wishes. This is such an important role that potential Trustees are usually asked if they would be willing to take on the responsibility before being named in a Trust. Occasionally, however, Trustees are surprised to find that they have been named. Regardless of how the role comes to you, the Trustor (sometimes called “Settlor,” “Grantor,” or “Trustmaker”) trusted you and believed you to be responsible.