Skip to Content

Law Offices of David A. Shapiro, P.C.

Call Us Today! 310-853-1554

Top

Categories

Advanced Health Care Directive
- Apr 28, 2012 Have You Factored In HIPAA Rules Into Your Estate Plans?
- Mar 7, 2012 Organ Donation Directives
- Aug 3, 2011 What Are Some of the Costs of Court Appointed Guardianships/Conservatorships?
Anti-lapse
- Aug 24, 2011 California: An Anti-Lapse State
- Dec 14, 2010 Disinheritance Cluase may not avoid Anti Lapse statute
Asset Protection
- Oct 24, 2012 Utilizing Retirement Plans for Asset Protection - Part III
- Oct 23, 2012 Utilizing Retirement Plans for Asset Protection - Part II
- Oct 22, 2012 Utilizing Retirement Plans for Asset Protection - Part I
Breach of Fiduciary Duty
- May 10, 2013 Part II - Res Judicata Bars Financial Elder Abuse Claims On Court Approved Accountings
- Feb 8, 2013 Part II: Probate Court has Authority to Compel an Accounting and it is Not Appealable Unless...
- Aug 25, 2012 Developmentally Disabled Woman Kept From Benefitting From Trust Assets
Capacity
- Dec 10, 2010 Capacity in California Information
- Nov 3, 2010 Capacity in California Continued
- Nov 2, 2010 Determining Capacity
Celebrity Estates
- Nov 7, 2013 Musician Lou Reed Leaves Estate to Wife and Sister
- Aug 12, 2013 Part II - Estate Planning Attorney Disqualified from Representing A Client with Adverse Interests To Former Client
- Jul 24, 2013 James Gandolfini in Death and Taxes
Community Property
- Oct 11, 2012 Spousal Lifetime Access Trust (SLAT)
- Jul 19, 2010 You can avoid probate if you have Property held as Community Property with Right of Survivorship
Conservatorship
- Aug 21, 2013 Part III - Heightened Standard of Proof is Required for Authorization of Medical Procedures that Impacts Fundamental Rights
- Aug 20, 2013 Part II - Heightened Standard of Proof is Required for Authorization of Medical Procedures that Impacts Fundamental Rights
- Aug 19, 2013 Heightened Standard of Proof is Required for Authorization of Medical Procedures that Impacts Fundamental Rights
Death Taxes
- Jul 18, 2012 Estate Taxes Are Not Avoided SImply Because of a Trust
- Oct 18, 2010 The Estate Tax RETURNS IN 2011
- Apr 2, 2010 About Private Letter Rulings
Decedent's Estate Proceedings
- Sep 20, 2013 Part III - Res judicata Bars Respondents from Re-litigating Case That Was Dismissed with Prejudice
- Sep 5, 2013 Part III - Executor May Be Awarded Attorney Fees and Costs if Participating "As A Party to Assist the Court"
- Sep 4, 2013 Part II - Executor May Be Awarded Attorney Fees and Costs if Participating "As A Party to Assist the Court"
Disinheritance
- Nov 4, 2013 No-Contest Clause
- Oct 16, 2013 How Can You Circumvent the Omitted Spouse Provision?
- Oct 15, 2013 Part IV - The Omitted Spouse
Distribution of Property
- Jun 28, 2013 Part II - Filing of Petition within 120 Days Even if Notice was Not Served Does Not Time-Bar the Petition
- May 24, 2013 In California, Beneficiary Can't Sue for Tort of Interference with an Expected Inheritance to Undermine a Will's No-Contest Clause
- May 23, 2013 Part II - Rules of Succession When Decedent Dies Without a Will
Elder Abuse
- Oct 28, 2013 Court Reverses Insurance Agent's Theft Conviction
- Aug 29, 2013 Part II - California Court of Appeal Caps Patient Rights Claims in Elder Abuse Cases at $500
- Aug 28, 2013 California Court of Appeal Caps Patient Rights Claims in Elder Abuse Cases at $500
Elder Law
- Oct 4, 2016 New Budget Law Brings Changes to Medi-Cal Estate Recovery
- Oct 30, 2013 Part III - Court Reverses Insurance Agent's Theft Conviction
Estate Administration
- Sep 27, 2013 Part III - Trust's Arbitration Provision Does Not Compel Beneficiaries That Are not a Party To Such Agreement
- Sep 9, 2013 At What Point Should I Create a Will?
- Nov 28, 2012 Unclean Hands Doctrine - Part II
Estate Planning
- Nov 25, 2015 Talking Estate Plans with Your Loved Ones This Holiday Season
- Oct 17, 2013 Are You An Omitted or Pretermitted Heir?
- Sep 16, 2013 How Do I Know What Type of Trust is Right for Me?
Estate Planning Attorney
- Sep 19, 2017 When Do You Need A Trust Litigation Lawyer?
- Sep 20, 2011 Homestead Declaration as Part of Estate Planning
- Dec 23, 2010 Why Most People Consider Setting up a Living Trust
Estate Taxes
- Oct 5, 2012 Act Now To Take Advantage Of The $5.12 Million Lifetime Gift Tax Exemption Set To Expire In 2012
- Jul 27, 2012 Senate Democrats Remove Estate Tax Proposals From Tax Bill
- May 19, 2012 IRS Issues New PLR
Executor
- Jun 16, 2010 Insolvent Estates in California: Who gets Paid?
fiduciaries
- May 10, 2010 Standing and Sufficiency of a Petition for Guardianship: What Test applies in California?
Fiduciary
- Dec 28, 2012 Trustee Compensation
- Dec 8, 2011 Are Trustees Protected from Fiduciary Breaches by No Contest Clauses?
- Oct 25, 2010 Standard to Appoint a Guardian
Fraud
- Mar 26, 2013 Part II - Relationship via Marriage Exempts Prohibitions against Gifts to Caregivers
- Mar 25, 2013 Relationship via Marriage Exempts Prohibitions against Gifts to Caregivers
- Jun 27, 2012 Nun Accused of Forging Deceased Millionaire's Will
Guardianships
- Nov 9, 2012 Parental Rights Termination and Parental Unfitness
- Nov 8, 2012 Guardianship Cases and Parental Unfitness
- Mar 21, 2012 What is a Guardian Ad Litem?
Intestacy
- Sep 19, 2013 Part II - Res judicata Bars Respondents from Re-litigating Case That Was Dismissed with Prejudice
- Sep 18, 2013 Res judicata Bars Respondents from Relitigating Previous Case That Was Dismissed with Prejudice
- Feb 7, 2013 Part II: Section 366.3's Time Limit Controls Claims on Promises to Make a Distribution from the Estate
Life Insurance proceeds
- Aug 21, 2012 New Task Force May Help To Distribute Unclaimed Insurance Benefits
Life Insurance Trust
- Sep 28, 2011 Can I Put Life Insurance in a Trust?
Living Trust
- Dec 6, 2013 Part III - Living Trusts
- Dec 2, 2013 Part II - Living Trusts
- Oct 2, 2013 Part II - General Assignment Effectively Transfers Unintentionally Omitted Shares of Stocks to Trust
Non-Probate Transfers
- May 31, 2013 Part III - Non-Probate Transfer
- May 30, 2013 Part II - Non-Probate Transfer
- Oct 14, 2010 The California Court of Appeals rules on Non-Probate Transfers
Personal Representative
- Dec 31, 2013 Part III - Duties and Responsibilities of a Personal Representative
- Dec 30, 2013 Part II - Duties and Responsibilities of a Personal Representative
- Dec 16, 2013 Duties and Responsibilities of a Personal Representative
Pet Trusts
- Apr 16, 2012 The Case of Boots The Cat
Power of Attorney
- Sep 23, 2013 What is the Purpose of a Power of Attorney?
- Nov 11, 2011 Simple Advice for Durable Power of Attorney Agents
- Nov 4, 2011 Divorce Renders Power of Attorney Null
Probate
- Jun 21, 2023 How to Protect Your Business During Probate in California
- Dec 10, 2013 Where Are Probate Cases Filed?
- Nov 21, 2013 Does all property go through probate?
Taxes
- Jun 21, 2012 New Rules Regarding Portability Election
- May 22, 2012 New IRS Rules for Estates and Trusts
- Apr 3, 2012 Don't Fear The Assessor
Trust Administration
- Sep 24, 2013 Trust's Arbitration Provision Does Not Compel Beneficiaries That Are not a Party To Such Agreement
- Jul 22, 2013 Part III - Filing of Petition within 120 Days Even if Notice was Not Served Does Not Time-Bar the Petition
- Feb 25, 2013 Part II: Five by Five Clause
Trust Funds for Kids
- Nov 28, 2011 Protecting Assets Gifted to Your Children
Trust Litigation
- Sep 30, 2013 When Would I Need to Hire a Trust Litigation Attorney?
Trustee
- Mar 27, 2013 A Trust is Not an Entity and Judgment Against it is Unenforceable
- Mar 1, 2013 Part III: Five by Five Clause
- Feb 19, 2013 Five by Five Clause
Trusts
- Nov 26, 2013 Living Trusts
- Feb 5, 2013 Transferor & Transferee Doesn't Have to be Related at Time of Death for Transfers to be Valid - Part II
- Nov 6, 2012 Trust Modifications and Revocations - Part IV
Will contest
- Oct 23, 2013 Part III - Contrary Substantial Evidence May Negate the Will Revocation Presumption
- Oct 21, 2013 Contrary Substantial Evidence Can Negate the Will Revocation Presumption
- Feb 1, 2013 Part II: Omissions Do Not Make a Will Ambiguous
Wills
- Jan 10, 2013 Part II: Marriage Does Not Invalidate Domestic Partnership
- Aug 30, 2012 Caution When Gifting To An Interested Witness
- Aug 17, 2012 When Omitted is Not Omitted