Fiduciary Duty, Inheritance, Asset Management

Kositzka v. Fick: Key Lessons on Trustee Fiduciary Duty in Virginia Trusts

Gordon Rees Scully Mansukhani on 5/20/2025

In a recent decision, the Court of Appeals of Virginia upheld a lower court’s ruling that Kositzka, Wicks and Company (KWC) breached its fiduciary duty to Edward Joseph Ryan, awarding his estate $999,050 in damages, attorney...more

Fostering Harmony in Your Estate Plan

Schwabe, Williamson & Wyatt PC on 1/16/2025

Planning for your own incapacity or death can be a stressful experience, not just for yourself, but for anyone who will be affected by the plan. Here are some considerations that may preserve the peace within your family, now...more

The Wealth Dispute Navigator: Which Profile Are You?

Robins Kaplan LLP on 9/19/2024

Over the next two decades, reports are estimating that baby boomers will pass down a combined $84.4 trillion in assets to younger generations. Dubbed the “Great Wealth Transfer,” this phenomenon is already underway and will...more

When There is Only a Will There’s No Way You’re Avoiding Probate

Lewitt Hackman on 5/31/2020

A common misconception is that when you die with a Will, your heirs avoid probate. In California when you die with a Will and the total assets owned in your sole name exceed $166,250, your estate goes through probate (a court...more

California Probate Administration Is No Time for Napping

Downey Brand LLP on 7/3/2019

In the absence of a trust that allows assets to pass without opening probate, the California probate process lasts for at least six months and can run much longer depending on the size of the estate and the nature of assets....more

Estate Planning for Empty Nesters

Bowditch & Dewey on 10/19/2017

Your youngest child is finally off to college. The spare bedroom is now a cozy den. The weekly grocery bill has been cut in half. Even the dog is enjoying the peace and quiet. What to do with your newfound freedom? Before you...more