Undue influence is a legal term used to describe a situation where a person is forced or manipulated into making a decision against their own free will. In California, undue influence can be used to invalidate a contract, will, or other legal documents. It can also be used to establish a claim for financial fraud…
Trust and estate litigation refers to legal disputes that arise in the context of trusts, wills, and estates. This type of litigation usually involves disagreements between family members and other interested parties over the interpretation or implementation of a will, trust, or estate plan. Trust and estate litigation can take many forms, including challenges to…
Are you concerned about the future of your assets? Estate planning is the process of planning how your assets will be handled after death. It usually involves signing a will and a trust. You also sign a healthcare directive and power of attorney that take effect if you become incapacitated. It’s important to know that…
Probate is a legal process that occurs after someone dies. It’s a court proceeding that is time-consuming, complicated, and costly. However, it’s required to appoint legal title to assets at death. During a typical probate, the court oversees the distribution of a deceased person’s assets. The process usually starts with submitting a will and a…
Did you know probate and trust litigation has doubled in Southern California over the past ten years? The death of a loved one is a traumatic experience. Sometimes a parent dies without a will, or the family disagrees over the terms of a will or a trust. When these disagreements can’t be resolved, probate or…
Law Stein Anderson Is Excited to Participate in the 2023 Walk4ALZ Our firm and many of our family and friends are participating in Walk4ALZ April 1st at Angel Stadium. The firm has proudly raised over $1500 to help local families battling dementia in Orange County. We look forward to participating in this event, as supporting…
Polselli v IRS. What Will the Supreme Court’s Decision Be? According to the IRS, Remo Polselli underpaid his federal taxes for over ten years. He currently owes $2 million in taxes. In the search for his assets, the IRS issued summonses demanding records from his wife’s bank and the law firm’s banking records where he…
What Is Probate Theft? Probate theft, also called inheritance or estate theft, refers to the theft of property or assets belonging to an estate during the probate process. Probate is the legal process by which an estate of a deceased person is administered. Part of this process is the distribution of property and assets. When…