October 25, 2024
Attorney Georgina Lepe
The Lepe Law Firm APC.
Partition Law Update,
Learn about your Rights as a Beneficiary to a Living Trust or to a Probate Proceeding & about your Obligations as a Successor Trustee to a Living Trust
* Partition of Real Property Act passed in July 2022: Law changes that affect how Partition Actions are handled. [Let me know if you already had someone speak on this, if so, then replace this with the optional topic at the end of the list]
* Crucial Deadlines and Tasks when administering a Living Trust: Obligations of a Successor Trustee & Rights of a Beneficiary – know what is supposed to happen when a person with a Living Trust passes away. [I believe you had someone talk about Living Trusts, but I am unsure if they spoke about what to expect when you pass away. I always gets asked by my clients what their children need to do, so I thought this would be a good topic]
* Rights of an Heir in a Probate Proceeding: Your rights as an heir & your obligations as the nominated Executor.
* OPTIONAL TOPIC: Case Update in Real Estate and Estate Planning
WEREP LISTING SHOWCASE EVERY FRIDAY!
Van Noy Insurance – an Allstate Agency
Home & Auto Insurance
(909) 989-0733
Jason Van Noy jason@allstate.com
Tammi Strasen Tammie@allstate.com
