In Gaddy v. Fenenbock (In re Est. of Fenenbock), a probate court entered an order directing the independent executor of an estate to make a partial distribution of assets from the residuary clause in ...

You see the pattern — through an agreement with the company holding the asset, you have provided for disposition of the asset ...

In a groundbreaking decision that could reshape the landscape of California estate law, the Court of Appeal in the Second District Division Four has ruled in favor of trustee David Henry Simon, ...

Application for Probate required for the estate of a deceased person prior to the distribution of the assets according to the Will of the deceased according to law following deduction of any death ...

Probate is a legal procedure through which a deceased individual's estate is administered and distributed. The probate process commences when the deceased individual's representative, known as the ...

Forbes contributors publish independent expert analyses and insights. Ashley L. Case, J.D., LL.M., writes about tax and estate planning. Our generous host has planned a festive gathering for her eager ...

Dealing with the loss of a loved one is emotionally taxing, and the burden is often exacerbated by the intricate legal processes involved in settling the estate. This task can be particularly ...

Estate planning professionals and families face significant challenges when dividing tangible personal property—artwork, jewelry, family heirlooms, and collectibles—among multiple heirs. Traditional ...

A decedent's gross estate includes most assets and property they owned or had an interest in at death, used to calculate estate taxes. Some assets, however, may be excluded, affecting the estate's ...

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