Other Estate Planning and Probate Topics Attorney in San Mateo, California

Besides trust and estate litigation, what other types of litigation does the firm handle?

More In This Category

View Transcript

00:00
[Music]
00:03
under the California Probate Code a
00:06
probate court is a court of general
00:08
jurisdiction and that means that a
00:10
probate court will hear any matter that
00:13
would normally be a civil matter as long
00:15
as it involves a decedent’s estate or a
00:18
decedent’s trust or a decedent’s assets
00:20
so we frequently file claims or defend
00:23
claims concerning life insurance
00:25
policies or retirement benefits or other
00:29
ways in which a an acid is distributed
00:32
through a beneficiary designation rather
00:34
than through a will or trust and one
00:37
important new development in the law is
00:39
what’s called a transfer on death deed
00:41
which allows a person to record against
00:45
their house or other real property a
00:47
statement that they would like their
00:49
property once they die to go to a
00:51
particular person a transfer on death
00:53
deed can be executed without the use of
00:55
an attorney it can be ambiguous as to
00:58
what it means it can be a tool for undue
01:02
influence and manipulation so we’ve
01:04
already seen some litigation concerning
01:06
transfer on death deeds and they’ve only
01:08
been legal since 2018 in California so
01:11
we expect that a lot of disputes will
01:13
continue to arise concerning transfer on
01:16
death deeds and other kinds of deeds
01:17
that may not accurately describe what
01:20
the decedent wanted to do
01:23
[Music]

San Mateo, CA estates & probate lawyer Jeffrey Loew talks about his firm’s work handling life insurance policies, retirement benefits and other ways in which an asset is distributed through a beneficiary designation.

More Videos From This Lawyer