Category Archives: Estate Litigation Newsletter

Making a Charitable Bequest

There are countless causes and organizations that could use our help. While you may not have the financial resources to make a significant charitable donation right now, you could choose to leave part of your estate to a charity you care about after you die. This is called a charitable bequest. A charitable bequest is a…
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California Probate and Trust Legal Summary Spring 2017

Catanese & Wells, A Law Corporation provides a quarterly newsletter to the California probate and trust professional community including lawyers, accountants, professional fiduciaries and insurance providers. www.cataneselaw.com. This issue of the Probate and Trust Legal Summary focuses on Section 21380 of the California Probate Code. This section implements a measure adopted by the California Legislature…
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California Probate and Trust Legal Summary Spring 2015

Catanese & Wells, A Law Corporation provides a quarterly newsletter to the California probate and trust professional community including lawyers, accountants, professional fiduciaries and insurance providers. www.cataneselaw.com. This issue of the Probate and Trust Legal Summary focuses on the probate court’s jurisdiction to include property as part of an estate or trust notwithstanding the property…
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California Probate and Trust Legal Summary Spring 2014

Catanese & Wells, A Law Corporation provides a quarterly newsletter to the California probate and trust professional community including lawyers, accountants, professional fiduciaries and insurance providers. www.cataneselaw.com. This issue of the Probate and Trust Legal Summary focuses on challenges to a will or a trust instrument based upon “lack of capacity.” This area has evolved…
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