Category Archives: Estate Planning

Estate Planning Corner: Prince Has Left the Building, But Did He Leave a Will?

John O’Grady, O’Grady Law Group When inimitable superstar Prince died in April at the age of 57, he left behind millions of grieving fans and a majestic artistic legacy. But…

Trust Document Can Provide for Attorney Fees in Battle

John O’Grady, O’Grady Law “No-contest” clauses are designed to discourage beneficiaries from contesting wills and trusts by specifying that those who do so forfeit what they would have received under…

Donald Sterling Update: Appellate Court Confirms Clippers’ Sale

By John O’Grady, O’Grady Law Group A probate judge had ruled Donald Sterling incompetent to manage his own trust, which included ownership of the Los Angeles Clippers. Sterling’s wife Shelley…

California Creates “Transfer on Death Deed” for Real Estate

Reno Fernandez The California legislature has created a new “transfer on death deed” for real property.  On Monday, November 9, 2015, Governor Jerry Brown signed AB 139 into law, allowing for…

Estate Planning: Keep Buildings in the Family Without Tearing Your Family Apart

By John O’Grady, O’Grady Law Group Real estate is a valuable asset and a blessing, but it can become a curse that causes family strife if ownership is not clearly…

Audrey Hepburn’s Heirs Still Split Over Stuff

John O’Grady, O’Grady Law Group More than two decades after Audrey Hepburn’s death, her two sons still can’t agree on how to divvy up some of her belongings: A locker…

Victory Over IRS in Estate Appraiser Dispute

By John O’Grady, O’Grady Law Group Many people think the IRS is just too big to beat, and that when the tax collector sends you a bill, you better just…

California Recognizes Evidence Extrinsic to Wills

By John O’Grady, O’Grady Law Group For many years, California courts have prevented heirs from contesting a will based on extrinsic evidence such as letters, handwritten notes and other unofficial…

Estate Planning Tips For Lawyers and Their Clients

John O’Grady, O’Grady Law Group The Rules of Arbitration are Not Arbitrary Some people choose to settle legal disputes using arbitration since it is much less expensive and more private…

Who Do You Trust with Your End of Life Care?

John O‘Grady, O’Grady Law Group Many people think that a trust is about what’s going to happen after they die: who is going to inherit what. But that’s secondary to…