Probate & Estate Planning

Understanding the Importance of Estate Planning: Expert Insights from an Attorney
Reid & Hellyer
Estate Planning Attorneys in Murrieta CA
Estate planning is a crucial aspect of securing your family’s future, and as experienced attorneys at Reid & Hellyer in Murrieta, CA, we have witnessed firsthand the transformative impact it can have

The Importance of The Role of an Estate Planning Attorney in Securing Your Family’s Future
Reid & Hellyer
Estate Planning Attorneys in Murrieta, CA
Those of us who witness firsthand the complexities and challenges that families face when it comes to estate planning can confidently say that enlisting the services of a reputable

The last Sunday in September is already here, which means it’s time for this month’s wrap-up. The September wrap-up includes updates on Senator Feinstein’s trust battle, estate planning for digital assets, and a new proposal for nursing house staff minimums.
What’s going on with Senator Feinstein?
Senator Dianne Feinstein and her late husband’s trust have

Following the passing of a relative or friend, the search begins to discover if the decedent had any estate planning documents. Obviously this process is easier if the decedent previously told their family and friends that they executed estate planning documents and where to find the documents. Regardless, the documents need to be retrieved and

The Perils of Executor Disputes and the Importance of Choosing Wisely Estate administration can be an intricate and emotionally charged process, which is only exacerbated when disputes occur among executors. The recent Queensland case of Re Franks [2021] QSC 134 is a real-life example highlighting the challenges of estate administration and how the process can be disrupted

I thank 2nd Assistant Clerk Stephen Cronin for emailing me the attached documents in the Karen Read case where she has appealed a discovery decision made by the trial judge.

SJ-2023-0343 petition   This is the defendant’s petition to overturn some of the trial judge’s decisions.
SJ-2023-0343 motion to impound   This is the defendant’s

In March of this year, the IRS issued Revenue Ruling 2023-2. This ruling provides clarity on how assets are treated when you transfer them into an irrevocable trust. The ruling basically says that when an asset is transferred into an irrevocable trust during the owners lifetime (and removed from the owner’s estate), that asset will

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