by Monterey Trust Management | Jun 6, 2018 | Uncategorized
Eric N. Holk, Attorney at Law 26346 Carmel Rancho Lane, Suite 200, Carmel, CA 93923 • (831) 622-8808 MISTAKE #1: WILL DRAFTING ERRORS (OR NOT HAVING A WILL!) The dangers of holographic wills — Incomplete or incorrect disposition of assets — Problems if...
by Monterey Trust Management | Jun 6, 2018 | Uncategorized
The list below is a list of commonly used terms in estate planning for the State of California. Administrator – The person designated by the court to manage and distribute a probate estate when there isn’t a will. If there is a will, the person so...
by Monterey Trust Management | Jun 6, 2018 | Uncategorized
Q. I am a beneficiary of a trust and don’t understand my rights. The Trustee never returns my calls and I don’t know what is going on with the Trust. A. One of the most important duties of a trustee is to keep the beneficiaries of the trust informed of the trust and...
