Older couple reviewing legal documents related to protecting an elderly parent from undue influence in California

How California Courts Protect Vulnerable Adults From Manipulation in Estate Planning

Margaret Ellison was eighty one years old and living alone in a house she had owned in La Jolla for forty years when her son

Older woman using a walker with caregiver support in California elder care and estate planning

When Caregivers Become Beneficiaries Undue Influence and Isolation Under California Law

Marlene hired a home health aide for her mother in La Jolla in early 2023. Within fourteen months, the aide had moved into the guest

Older couple reviewing legal documents about signing a valid will in California with an estate planning professional

Can Someone With Dementia Sign a Valid Will or Trust in California?

Margaret’s father signed a new trust amendment eleven months before he died. By then he had a documented Alzheimer’s diagnosis, could not remember his grandchildren’s

Red Flags When a Last Minute Trust Amendment May Not Be Valid in California

Margaret Alvarez spent forty years building a life in Point Loma with her husband, raising two children and holding onto the family home overlooking the

Attorney and client reviewing legal documents while gathering evidence of will or trust fraud in California

How to Gather Evidence for a Will or Trust Fraud Case in California

You are almost certain something went wrong. A parent’s estate plan changed at the very end of their life, in a way that makes no

Attorney and client reviewing will documents to address improper execution under California law

What Makes a Will Invalid Due to Improper Execution in California?

After a parent dies, a will appears that no one expected. It is a do-it-yourself form printed from the internet, or a page signed in

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