Category Archives: Estate Litigation Newsletter

California Probate and Trust Legal Summary – Spring 2021

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 – Spring 2020

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 will address various legal claims that may be asserted to challenge a will. It also discusses the risks of doing so, should the challenge be denied by the court.
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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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