By John A. Hartog & Shirley L. Kovar
(This is part of our series of posts written by John A. Hartog of John A. Hartog, Inc. in Orinda, Calif., and Shirley L. Kovar of Henderson Caverly Pum Charney LLP, in San Diego, Calif., co-authors of the LexisNexis® Matthew Bender® Practice Guide titled California Trust Litigation (March 2011)). In this post, both authors discuss the changing dynamics in trust law and litigation. Hartog and Kovar will be appearing at seminars and a webinar in the coming weeks. For more information, please go to: www.ocbar.org and www.bansdc.org.
Filing in probate court is not necessarily complex, though there are nuances that will prevent your success, if not followed. Below are some of the most common mistakes inexperienced lawyers make:
Leading your client down the path while letting them draw some of their own conclusions is a smart strategy. Clear heads unclouded by emotion leads to a better resolution for all parties.