I get asked the question a lot that goes something like this:
How should you handle a beneficiary who is asking me, the trustee, for paperwork?
OR
Do I have to give the beneficiary a copy of the bank statements?
Meissner, Joseph, Palley & Ruggles Blogs
Latest from Meissner, Joseph, Palley & Ruggles
OJ Simpson probate filed in Clark County
I am only a California attorney but like to tell you about celeb proceedings when I see them. This one is in Clark county (Las Vegas) Nevada but certainly this former California resident is newsworthy! It will be interesting to
John Palley on a podcast talking about California probate and estate nightmares
On April 23, 2024 John Palley was a guest on a podcast talking about California probate and estate nightmares. The podcast is called Estate Planning Nightmares…. and how to avoid them by Jonathan Braddock. It is available in the all
OJ Simpson part deux – creditor claims and California probates
I posted a few days ago telling you I was very surprised to see OJ Simpson’s attorney, and named executor, openly saying he would be stonewalling creditors claims by the Goldman family. To me, that is not smart! I said
OJ Simpson’s estate, the Goldmans, and creditor claims in California probate
Topics we are going to discuss today: OJ Simpson’s estate, the Goldmans, and creditor claims in California probate.
I have talked about this over the years as it’s long been a point I have made with clients. You can take
Are you organized for if you die?
Yes, I intentionally titled this: Are you organized for if you die? Yes, I intentionally said “IF” as if you really have much of a choice in the matter.
I have spoken before about the time a client called me,
The California Probate process and real estate investors
The title of this post is the California Probate process and real estate investors and with that I could go two directions. 1) how do real estate investors buy properties in California probates and 2) how do families or loved
FREE ESTATE PLANNING SEMINARS – California
CunninghamLegal is offering free in-person seminars, on estate planning, in both Southern California and Northern California. CunninghamLegal is a statewide Law Firm serving all of California with multiple full-time offices to serve you!
Trust, Tax, & Real Estate – Guiding
Can I leave my tattoo to my loved one?
In my 30 years as an estate attorney I have not yet been asked if a client can leave their tattoo to a loved one. However, after seeing this article maybe that’s going to start happening!? This Ohio mortuary is
I still have not started probate is it too late?
A common question I get is I still have not started probate is it too late? That is, it’s been a week, a month, a year, 5 years, or LONGER and they wonder if it’s too late to start the