Author: Stephanie K. Delaney

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attorney discussing trustee duties with client

Tax Implications in High-Value Probate & Trust Litigation

Executive summary Tax implications in high-value probate If you are an interested party in a high-value estate, then it’s important that you understand the [...]

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Understanding the Probate Process: A Step-by-Step Guide for High-Net-Worth Individuals

Executive summary  Introduction  Probate is the process of managing, administrating, and distributing the assets of an estate, either with or without a will. It [...]

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AB-2016: California’s New Small Estate Law Explained

Executive summary Introduction  California passed Assembly Bill 2016 (AB-2016) in September 2024 to take effect in April 2025, and it features several new implications [...]