By David W. Tate
New trust case-remainder beneficiary of revocable trust lacks standing to bring action against trustee-Estate of Giraldin
Dave Tate, Esq. (San Francisco)
In Estate of Giraldin (California
Court of Appeal, Fourth Appellate District, Case No. G041811, September...
According to the 1 st District Court of Appeals ruling in Morey 2004 v. Everbank , and Air Craun, Inc, 37 Fla. L. Weekly D1739 [ enhanced version available to lexis.com subscribers ], simple estate planning mistakes can defeat years of asset protection planning . In Morey 2004 , both the trial court...
By John Dedon
In the estate tax world, 2013 ended in stark contrast to the frantic planning during 2012. 2013 marked a return to fundamental estate planning; namely, using Wills, Revocable Trusts, Powers of Attorney and Medical Directives, to protect the family assets for a surviving spouse and children...