Trust Administration
Who Controls Your Living Trust? Understanding Your Role as Trustee
One of the most common misconceptions about living trusts — and why understanding it could save your family from unnecessary hardship. If you’ve been thinking about setting up a living trust — or if you already have one — you may have asked yourself: “Wait, if I put everything into a trust, does that mean I’m…
Read MoreWhy Timing Matters in Estate Planning: Capacity, Undue Influence & Protecting Your Wishes | Ocean Estate Law
When it comes to estate planning, timing isn’t just important—it can make the difference between a plan that works and one that fails when your family needs it most. At Ocean Estate Law, we work with individuals and families throughout San Clemente, Laguna Hills, and Orange County to ensure their estate plans are not only…
Read MoreDisputed Trusts: How to Handle Challenges to Your Estate Plan
When you’ve taken the time to create an estate plan, the last thing you want is to have disputes disrupt your intentions. Unfortunately, disputed trust issues are more common than you might think, especially in Orange County, where blended families, complex estates, and high-value assets are frequent factors. If you’re worried about potential challenges to…
Read MoreChoosing Between a Revocable Trust and a Will
We have the pleasure of welcoming Candice Blair, a real estate agent from Coldwell Banker Realty.
Read MoreLegacy Letters
We have the pleasure of welcoming Candice Blair, a real estate agent from Coldwell Banker Realty.
Read MoreAvoiding Probate Litigation Through Proper Estate Planning
Estate planning attorney Jennifer Elliott and probate litigation attorney Matt Stein discuss the importance of strategic planning and the creation of an estate plan to minimize the risk of probate litigation.
Read MoreEstate Planning & Real Estate Pitfalls | Podcast & YouTube
We have the pleasure of welcoming Candice Blair, a real estate agent from Coldwell Banker Realty.
Read MoreChoosing a Trustee For Complex Estate Plans | Podcast & YouTube
Estate planning attorney Jennifer Elliott discusses why a professional fiduciary may be a good option for your complex estate plan.
Read MoreEstate Planning 101 | Podcast & YouTube
Jennifer Elliott and guest Michelle Lepich discuss the importance of having a trust, the process and expenses involved in probate court compared to estate planning.
Read MoreEstate Planning to Avoid Capital Gains Tax | Podcast & YouTube
Estate planning attorney Jennifer Elliott discusses strategies to avoid capital gains tax, tips for trustees in administering trusts, why you should not gift real estate.
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