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Month: May 2024

Disclaiming an inheritance in California

On Behalf of Law Offices of Russell M. Ozawa | May 31, 2024 | Estate Planning

Disclaiming an inheritance in California is a legal process wherein an heir or beneficiary refuses to accept an inheritance or gift from an estate. This process can be a strategic decision for various reasons, including tax implications, creditor issues or personal...

Red flags of undue influence

On Behalf of Law Offices of Russell M. Ozawa | May 10, 2024 | Estate And Probate Administration

As it applies to estate planning, undue influence is a type of coercion or manipulation. A beneficiary attempts to influence the way that the estate plan is written for their own financial gain. For example, one beneficiary acts as a caretaker for the elderly...

What authority does an executor have to sell estate assets?
When is it possible to skip the probate process?
Estate planning scams and risks to watch out for
What you need to know about contesting a will in California
The fiduciary duties of a trustee

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Month: May 2024

Disclaiming an inheritance in California

Red flags of undue influence

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