California Trust and Probate Litigation
California Trust and Probate Litigation
This book is essential for litigating any trust and estate issue.
- Dozens of attorney-drafted forms
- Dispute analysis
- Sample spreadsheets to assess a claim’s value
- No contest clauses and other obstacles
- Grounds for setting aside a will or trust
- Negotiating and drafting settlements
- Accounting, surcharge, and removal
- Will and trust contests and Prob C §850 petitions
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Table of Contents
Table of Contents
- 1. Introduction and Overview
- 2. Dispute Avoidance
- 3. Attorney-Client Relations
- 4. Dispute Analysis
- 5. No-Contest Clauses and Other Obstacles to Litigation
- 6. Grounds for Setting Aside Will or Trust
- 6A. Statutorily Disqualified Donees and Trustees
- 7. Multiple Proceedings
- 8. Remedies Under Elder Abuse Provisions
- 9. Procedural Issues
- 10. Litigation Tools: An Overview
- 11. Alternative Dispute Resolution
- 11A. Negotiating and Drafting Settlement Agreements
- 12. Trust and Probate Litigation Settlement Issues
- 13. Accountings and Surcharge
- 14. Fiduciary Resignation or Removal
- 15. Actions by and Against Personal Representative
- 16. Contesting Appointment of Personal Representative
- 17. Will Contests
- 18. Proceedings to Determine Entitlement to Estate Distribution
- 19. Resolving Disputed Property Claims
- 20. Trust Contests
- 21. Breach of Trust
- 22. Actions by and Against Trustee
- 23. Appeals
Authors
Authors
Filing Instructions
Filing Instructions
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