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Our Attorneys  |  Probate Litigation  |  Probate Administration  |  Conservatorships & Guardianships
 
 
KEYSTONE QUARTERLY
JUNE 2017
 
Keystone Law Group, P.C. is excited to announce the launch of its newsletter, Keystone Quarterly, which provides updates on the latest Probate developments as well as recent news and announcements from our firm.

Keystone has dedicated its practice exclusively to Probate, Trust and Estate litigation and administration, and is one of the largest law firms in California devoted to this practice area.
 
LEARN MORE
 
 
IN THIS ISSUE
 
ARTICLES
 
How One Court Interpreted the Right to a Pre-Death Accounting
 
 
 
New Case Expands Creditors’ Access to Funds Held By a Spendthrift Trust
 
 
 
The Grandparent-Grandchild Reassessment Exclusion – It Isn’t For Everybody
 
 
   
 
ANNOUNCEMENTS
 
Keystone Launching San Francisco Branch Office
 
 
 
Shawn S. Kerendian Selected for Daily Journals' Top 40 Under 40
 
 
 
Keystone Attorneys Speak at Probate Seminars for NBI
 
 
 
Joshua D. Taylor Participates in Live Radio Interview on Elder Abuse
 
 
 
ARTICLES
 
 
 
HOW ONE COURT INTERPRETED THE RIGHT TO A PRE-DEATH ACCOUNTING
 
While recent case law has clarified that trust beneficiaries are, at times, entitled to receive a pre-death accounting of trust assets, this issue still remains fluid in the lower courts, as evidenced by a recent LASC decision in one of Keystone’s cases.
 
READ MORE
 
 
 
 
NEW CASE EXPANDS CREDITORS' ACCESS TO FUNDS HELD BY A SPENDTHRIFT TRUST 
 
Spendthrift trusts have historically been one of the most powerful tools for protecting beneficiaries from themselves, but their benefits may have been significantly limited by a recent California Supreme Court case. Estate planners should take caution when asked to include mandatory distribution provisions for a settlor's spendthrift beneficiary. 
 
READ MORE
 
 
 
THE GRANDPARENT-GRANDCHILD REASSESSMENT EXCLUSION - IT ISN'T FOR EVERYBODY
 
When a decedent passes and the beneficiaries wish to keep the inherited real estate, the property tax consequences are an important consideration. Grandchildren in this situation should be aware of the significant limitations of the grandparent-grandchild exclusion and how it differs from the parent-child exclusion. 
 
READ MORE
 
 
 
ANNOUNCEMENTS
 
 
KEYSTONE LAUNCHING SAN FRANCISCO BRANCH OFFICE
 
We are excited to announce that starting Monday, July 3, 2017, Keystone will be opening a new office in San Francisco to serve our clients in the Bay Area.
 
READ MORE
 
 
SHAWN S. KERENDIAN SELECTED FOR DAILY JOURNALS' TOP 40 UNDER 40
 
In April 2017, Shawn S. Kerendian was selected and featured in the Los Angeles and San Francisco Daily Journals' Top 40 Under 40 attorneys in California.
 
READ MORE
 
 
KEYSTONE ATTORNEYS SPEAK AT PROBATE SEMINARS FOR NBI
 
Twice in 2017, Keystone attorneys have been invited to speak as expert panelists on Probate topics by the National Business Institute (NBI).
 
READ MORE
 
 
JOSHUA D. TAYLOR PARTICIPATES IN LIVE RADIO INTERVIEW ON ELDER ABUSE
 
On May 9, 2017, Joshua D. Taylor was featured on a live radio interview to discuss elder abuse.
 
READ MORE
 
 
 
CONTACT US
 
LOS ANGELES
 
  11300 WEST OLYMPIC BLVD, STE 910
LOS ANGELES, CA 90064
 
  310.444.9060
 
  310.444.9092
 
SAN FRANCISCO BAY AREA
 
  135 MAIN STREET, 9TH FLOOR
SAN FRANCISCO, CA 94105
 
  415.855.2000
 
  415.855.3000
 
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This newsletter is for general information purposes only and is not intended to constitute legal advice. Receipt of this newsletter, and communication to this law firm via email or other electronic transmission does not constitute an attorney-client relationship with Keystone Law Group, P.C. unless a separate written agreement is signed by you and Keystone Law Group, P.C. as to the nature of any relationship and the amount to be charged for the intended legal services.
 
 
Copyright © 2017 Keystone Law Group, P.C, All Rights Reserved.
 
                                         






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Keystone Law Group · 11300 West Olympic Blvd., Suite 910 · Los Angeles, CA 90064 · USA

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