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Bochnewich Law Offices

Advanced Planning with Revocable Trust Amendments

Estate planning is one of the most important steps you can take to protect your family, your wishes, and your legacy. At Bochnewich Law Offices in Southern California, we know how valuable it is to create a plan that’s not only thorough but also flexible enough to adjust over time.
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Bochnewich Law Offices

Challenging Determinations of Heirship

When a loved one passes away, the distribution of their estate is typically dictated by their will or the laws of intestacy if no will exists. However, there are times when the determination of heirship, or who’s entitled to inherit a deceased person’s assets, may be called into question.
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Bochnewich Law Offices

How Do Property Transfers Impact Probate Proceedings in California?

When a loved one passes away, one of the main concerns of the family members and beneficiaries is how to handle the deceased person’s property and assets. This process is known as probate, which is the legal procedure that validates a deceased person’s will, settles debts, and distributes assets to heirs.
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Bochnewich Law Offices

What Evidence Proves Undue Influence in Estate Planning?

At Bochnewich Law Offices, we recognize how critical it is to protect the intentions of those engaging in estate planning. Undue influence can undermine a person’s final wishes, often leaving rightful beneficiaries without their intended inheritance.
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Bochnewich Law Offices

Managing Fiduciary Duties Across Multiple Trusts

Serving as a trustee is a significant responsibility, and managing multiple trusts at the same time adds another layer of difficulty. Trustees must act in the best interests of each trust's beneficiaries while keeping assets properly managed and distributed.
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Bochnewich Law Offices

Protecting Beneficiary Rights in QTIP Trust Administration

These trusts are often used in estate planning to provide for a surviving spouse while preserving assets for future beneficiaries. However, without proper administration, conflicts can arise that threaten a beneficiary’s interests. Our goal is to safeguard those rights while maintaining the integrity of the trust’s intended purpose.
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Bochnewich Law Offices

Understanding Medical Capacity Assessments in Guardianship Cases

Guardianship cases often arise when a loved one becomes unable to manage their personal or financial affairs due to diminished capacity. As trust and estate lawyers in Southern California, we frequently assist families and trustees in working through these challenging situations.
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Bochnewich Law Offices

When Should Trustees Consider Early Trust Termination?

Trust administration involves a variety of responsibilities, from safeguarding assets to seeing that beneficiaries receive their due entitlements. One of the more nuanced aspects of trust management is determining whether a trust should be terminated before its originally intended expiration. Serving Southern California, Bochnewich Law Offices is here to help.
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Bochnewich Law Offices

Navigating Complex Family Dynamics in Will Contests

Will contests often bring unresolved family dynamics to the forefront, creating an emotionally charged legal battle that can strain relationships and complicate estate administration. In California, where probate laws provide specific guidelines for contesting wills, understanding the legal and emotional aspects of such disputes is crucial.
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Bochnewich Law Offices

Essential Elements of a Bulletproof Estate Plan

Estate planning is a crucial process that assures your assets are distributed according to your wishes, minimizes potential conflicts, and protects your loved ones. In California, crafting a comprehensive and “bulletproof” estate plan requires careful attention to both legal requirements and the unique dynamics of your personal and financial situation.
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