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. In this issue of the Probate and Trust Legal Summary the focus will be on the authority of the court to act “in equity” when matters arise related to…
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California Probate and Trust Legal Summary – Summer 2019
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. This issue of the Probate and Trust Legal Summary focuses on the tort of Intentional Interference with Expected Inheritance or “IIEI.” This tort cause of action arises in favor…
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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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