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It All Started with One: Building a Top-Notch Team

September 2022 Monthly Newsletter Cover Article Happy Labor Day! Beach Cities Estate Law has grown from one to eight. Our hand-picked team embodies warmth, respect, trust, and excellence. I started…

Angela Klenk on The South Bay Show

Our founder, Angela Klenk appeared on Jackie Balestra’s “The South Bay Show”. Angela discusses how COVID 19 has changed the way many clients think about estate planning, and what you…

Treating Children Fairly Does Not Necessarily Mean Equally

Most parents want to treat their children fairly in their estate planning. Many people assume that means having their children inherit equally. But fair does not necessarily mean equal. There may be special circumstances to consider. For example: Parents may want to provide more to a child who struggles to support his family on a…

Treating children equally in estate planning

Your Rights as a Trust Beneficiary in California

A trust beneficiary has specific rights to trust information and payments in California. If you benefit from a trust set up by relatives, learn about your rights so that you are fully informed about the trust. Trust Information The trustee has to keep your private information and the trust’s information confidential. Sometimes, the trustee may…

Your Rights as a Trust Beneficiary in California

What to Do If You Receive a Crummey Notice from a Trust

You just received a notice from the trustee of a trust, with the words “Crummey Notice” or “Notice of Withdrawal Rights” at the top. You are unsure what this document means and have many questions. What Is a Crummey Notice? When your relative creates an irrevocable trust, she loses all control over assets placed in…

What to Do If You Receive a Crummey Notice from a Trust

Plan for peace of mind, knowing that you’re prepared.