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- Category: Attorneys
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- Category: Case Studies
- 2023 Success Stories
- Case Study: Spouse’s Misappropriation of Trust Funds Doesn’t End Well
- Estate Planning When Death Is Imminent: Does Proximity to Death Invalidate a Trust?
- Is Child Support Enforcement Possible When the Debtor Is Deceased?
- Case Study: Disinherited Spouse Settles for Minimal Sum
- Bad Trustee Case Study: Keystone Uncovers Trustee Misconduct
- Misappropriation of Assets Case Study: Keystone Helps Surviving Spouse Recover Millions From Deceased Husband’s Estate
- Equitable Adoption Case Study: A Stepchild Can Have Inheritance Rights
- Family Trust Distribution Case: Keystone Helps Co-Trustees Protect Money Held in Trust for Minor From Opportunistic Family Members
- Breach of Trust Cases: Keystone Secures Victory for Client After Trustee Uses Trust to Fund Own Lifestyle
- Family Inheritance Issues: Client Wanted Her Rightful Share of the Family Business; Keystone Gets Her the Entire Company
- Falsely Accused of Elder Abuse: Keystone Proves Decedent Lacked Capacity to Execute New Trust, Securing Disinherited Clients Their Rightful Inheritances
- Invalidating a Will and Trust on Account of Lack of Capacity and Undue Influence: Can Estate Documents Signed with an “X” and a Will Handwritten by a Caregiver Hold Up in Court?
- Recovering Stolen Assets: Keystone Helps Retrieve Millions From a Decedent’s Financial Abusers
- Resolving Ambiguities in Trusts: Keystone Files Petition for Instructions to Help Trustee Determine How to Dispose of Trust Property
- Estate Litigation Case Narrative: Tenant Attempts to Rewrite History – Literally
- Category: Conservatorship
- Does Providing Room and Board to a Live-In Caregiver Make Them a “Care Custodian” Under California Law?
- How to Handle a Sibling Abusing Power of Attorney
- How to Become a Legal Guardian of a Child
- Power of Attorney Obligations to Family Members Explained
- Understanding the Roles of Court Appointed Attorney vs. Guardian Ad Litem
- Attorneys, Beware! Changes to California Conservatorship Law May Affect Private Fiduciary Clients
- What Is the Role of a Conservator?
- Conservatorship vs. Power of Attorney and Other Alternatives to Conservatorship Explained
- Guardianship Responsibilities, Explained
- Types of Probate Conservatorships
- The Definitive Guide on How to Get a Conservatorship
- COVID-19 and Temporary Conservatorship: Keystone’s Use of Conservatorship Proceedings Potentially Save the Life of Client’s Elderly Mother
- Determining Jurisdiction Under the California Conservatorship Jurisdiction Act (CCJA)
- How to Transfer a Conservatorship In or Out of California
- Category: Elder Financial Abuse
- Guide to Legal Action Against Siblings
- How to Win an Undue Influence Case
- What to Do When Someone Is Manipulating Elderly Parents
- What It Means to Be Under Duress: Undue Influence vs. Duress
- What is Undue Influence?
- Intestate Succession Chart: Who Inherits When There Is No Will?
- How Does a Trust Work After Someone Dies?
- California Filial Responsibility Laws: When Are You Legally Obligated to Take Care of Your Parents?
- Beneficiaries Suing on Behalf of a Deceased Person’s Estate – What “Special Circumstances” in California Allow It?
- The “Sugar Daddy” Abuser: Elder Unduly Influenced into Giving Assets to Abuser
- Revoking an Irrevocable Trust: Keystone Successfully Suspends Financially Abusive Son as Trustee and Invalidates a Qualified Personal Residence Trust
- Category: Fiduciary Misconduct
- What to Do When a Trustee Refuses to Give Accounting
- Who Can Override a Power of Attorney?
- How Long Does the Executor Have to Pay the Beneficiaries?
- Does an Executor Have to Show Accounting to Beneficiaries?
- Can an Executor Decide Who Gets What?
- Do Probate Bonds and Blocked Bank Accounts Guarantee Estate Asset Protection?
- Consequences of Bad Faith Arguments for Trustee Removal
- How to Handle Misappropriation of Trust Funds by the Trustee
- How to Change Trustees on Revocable Trusts vs. Irrevocable Trusts
- Guide for Removing a Trustee From a Trust
- How to Find Out if a Trust Exists
- Are Trust Distributions Taxable?
- Trust Account Attorney vs. Trust Accounting Software – Which Is Better?
- Can An Executor Override A Beneficiary?
- Can a Trustee Withdraw Money From a Trust?
- Can a Trustee Be a Beneficiary?
- What Successor Trustees Should Know About Changing a Trust
- Executor Not Communicating With Beneficiaries
- Can a Trustee Remove a Beneficiary From a Trust?
- Rights of an Estate Beneficiary to Sue an Executor
- How to Get Trust Fund Distributions When the Trustee Is Not Paying Beneficiaries
- Trust Beneficiary Rights | Can a Beneficiary Sue a Trustee?
- Powell v. Tagami: One Court’s Expansive Interpretation of Probate Code Section 17211
- Caution: Attorney-Trustee Communications Are Discoverable by a Successor Trustee – Even if the Trust Says Otherwise
- Courts Have the Equitable Power to Award Attorney’s Fees Against a Beneficiary’s Share of a Trust
- Fiduciary Duties
- Category: Guardianship
- Category: Litigation
- Category: News
- Keystone’s 2024 Q3 Events Recap
- Partner Verlan Kwan Named One of California’s Top Women Lawyers by the Daily Journal
- Shawn Kerendian Named One of Daily Journal’s Top 100 Lawyers
- Keystone Recognized as 2024 “Most Admired Law Firms to Work For”
- 11 Keystone Attorneys Named as 2025 Best Lawyers & Ones to Watch
- Keystone Recognized as a 2024 Great Places to Work
- Keystone Partners Present and Host an Event at PFAC Annual Conference
- Keystone’s 2024 Q2 Events Recap
- Shawn Kerendian Recognized With USC Appointment and Featured CEB Contributor Highlight
- Five Keystone Attorneys Shine as 2024 Rising Stars
- Firm Sponsors Hawaii Tax Institute and USC Trust & Estate Conferences
- Keystone Recognized as a 2024 Best Law Firm by Best Lawyers
- Career Advancements at Keystone
- Keystone’s 2023 Q4 Events Recap
- Keystone Ranks 39th on Fortune’s Best Workplaces in Consulting & Professional Services 2023 List
- 9 Keystone Attorneys Named as 2024 Best Lawyers and Ones to Watch
- Keystone Celebrates Best Places to Work SoCal 2023 Award
- Keystone Ranks 35th on Fortune’s 100 Best Small Workplaces™ 2023 List
- Great Places to Work Recognizes Keystone Again in 2023
- Keystone is Hiring Senior Attorneys
- Keystone Receives Several New Firm and Attorney Accolades
- Keystone’s 2023 Q3 Firm Events Recap
- Partners Lindsey Munyer, Shawn Kerendian Appear in Viewpoint with Dennis Quaid Segment
- Partner Joshua Taylor Becomes Certified Specialist in Estate Planning, Trust & Probate Law
- Attorney Ethical Misconduct: Lawyers Required to Report Misconduct by Peers
- Seven Keystone Attorneys Honored as 2023 Rising Stars
- Keystone’s 2023 Q2 Firm Events Recap
- Keystone Exhibits at PFAC Conference, Hosts Happy Hour
- Partner Josh Taylor Presents at the Beverly Hills Bar Association
- Five Keystone Partners Named as Super Lawyers in 2023
- Improv for Trial Bootcamp
- Keystone Celebrates Employee Appreciation Week 2023
- Our Partner Retreat: The Perfect Combination of Work and Fun
- Recap of Keystone’s 2022 Success Stories
- How to Find Out if Someone Has a Will
- Monica C. Yun Promoted to Partner
- New Accolades for Keystone’s Exceptional Performance
- Keystone Sponsors USC’s 48th Annual Trust and Estate Conference
- Keystone Attorneys Educate on Avoiding Common Pitfalls in Estate Planning
- Keystone’s 2022 Q4 Firm Events Recap
- Wendy Williams’ Guardianship Explained by a Probate Lawyer
- California’s Former Testimony Hearsay Exception: To Exclude, or Not Exclude? That Is the Question
- Keystone’s Office Space Is Bigger and Better
- 4 Keystone Attorneys Recognized as 2023 “Best Lawyers”
- Partner Roee Kaufman Makes Daily Journal’s “Top 40 Under 40” List
- Keystone Named One of SoCal’s “Best Places to Work”
- Partner Roee Kaufman Speaks at Loyola MCLE Day
- Keystone’s 2022 Q3 Firm Events Recap
- Keystone’s 2022 Q2 Firm Events Recap
- We’re (Still) Hiring: Keystone looking for Senior Associate
- Keystone Receives Great Place to Work Certification
- One Year Anniversaries at Keystone: Steven A. Urenda, Nicole Silverstein, Elizabeth Hicks and Julia Sukhong
- Partners Lindsey Munyer, Shawn Kerendian Attend PFAC Conference Held at Disneyland Hotel
- Five Keystone Attorneys Named as Rising Stars by Super Lawyers Magazine
- One Year Anniversary: Cliff Melnick & James K. Andrade
- Attorney Spotlight: Verlan Y. Kwan
- Four Partners Honored As 2022 Super Lawyers
- Keystone Celebrates Employee Appreciation Day
- Keystone is Hiring and Has Launched a New Careers Page
- Recap of Keystone’s 2021 Successes
- Are Interested Parties Required to Attend Probate Court-Ordered Mediation After Breslin?
- What Rules Govern the Control and Disposition of a Decedent’s Reproductive Material When They Die?
- Keystone Recognized as One of the Best Law Firms in 2022 by U.S. News – Best Lawyers ®
- 2021 Keystone Law Group Holiday Party at The Rose Venice
- Keystone Kickin’ Cancer Team Raises Over $15,000
- Shawn Kerendian, Roee Kaufman and James Andrade Give Presentations for National Business Institute
- Keystone Honored as Top Boutique Law Firm in California by Daily Journal
- Keystone Welcomes New Partner James A. Bush
- Roee Kaufman Promoted to Partner; Casey A. Reagan Promoted to Senior Associate
- Keystone’s James A. Bush Receives Encinitas Advocate Readers’ Choice Award
- Keystone Probate Lawyers Explain the Tom Girardi Conservatorship
- Keystone Recognizes Team Members for Their Years of Service and Dedication
- Best Lawyers Publication Recognizes Shawn Kerendian
- Keystone Continues to Hire And Grow!
- Shawn Kerendian and Roee Kaufman Give Presentations for the National Business Institute
- Britney Spears Conservatorship Explained by a Probate Lawyer
- Keystone Is Hiring!
- Recap of Keystone’s 2020 Successes
- Keystone Celebrates Administrative Professionals Day
- Keystone Welcomes 4 New Members to Its Growing Team
- Three Partners Are Once Again Recognized as ‘Super Lawyers’
- Partner Lindsey Munyer Co-Hosts New Los Angeles EPGN Group
- Lawyers Wanted for Keystone’s Associate and Senior Associate Positions
- The Firm Welcomes 5 New Members to Its Growing Team
- Shawn Kerendian and Lindsey Munyer Receive Awards from Best Lawyers
- Our Virtual Holiday Party Was All Fun and Games
- Keystone Relaunches Its Site With Some Major Upgrades
- Navigating the Pitfalls of a Motion to Enforce a Settlement Under CCP 664.6
- Liz Baker, Daniel Matloubian and Aimee Kuvadia Join Keystone’s Growing Team
- Cameron Soliz Promoted to Legal Assistant Following Joy Cho’s Departure to Law School
- Daily Journal Awards Partner Lindsey Munyer “Top 40 Under 40” Designation
- Update: Keystone Will Continue to Work Remotely Until Further Notice
- Keystone Attorneys Selected as 2020 Super Lawyers
- Daily Journal Publishes Keystone Article Regarding Whether a Trust Can be a Partner in a Partnership
- Smith v. Szeyller: Beneficiary Freeloaders Beware
- Recap of Keystone’s 2019 Successes
- Partner Joshua Taylor Speaks at Recent Events
- Kickin’ Cancer 5K
- Fortune and Time Magazines Publish Piece on Keystone’s Ability to Reach Resolutions
- Firm Promotions: Lindsey Munyer, Partner and Ana Asanuma, Operations Manager
- Defending the Indefensible: Defending a Trust Contest Without Probable Cause May Trigger Enforcement of a Trust’s No Contest Clause
- Marrying into Elder Abuse: A Cautionary Tale
- Keystone Welcomes New Hires To Its Growing Team!
- Keystone Sponsors LACBA Reception
- Admit it! The Substantial Implications of Denying Requests for Admission
- Daily Journal Article Published Following Keystone’s Blog Post
- Keystone Attorneys Selected As 2019 Super Lawyers
- Los Angeles Daily Journal Publishes Piece on Keystone and Work Life Balance
- Probate of Kristoff St. John’s Estate Has Soap Opera Story Lines
- Beneficiares Fight Over Control of Musician Tom Petty’s Estate
- Amber Heard & Johnny Depp Divorce Public Legal Saga Continues
- Did you know?
- Samuel Birdsong Presents at NBI Seminar
- Shawn Kerendian Guest Speaks at USC Class
- Lindsey Munyer Designated as a Certified Specialist
- Keystone Celebrates 5 Year Anniversary!
- Recap of Keystone’s 2018 Successes
- Super DJ Avicii Dies With $50M Net Worth & Without A Will
- Robin Williams Estate Planning & Trust Protected His Posthumous Rights of Publicity
- Joshua Taylor Gives LACBA MCLE Presentation on Fiduciary Accounts
- Welcome Joshua Ross!
- Did you Know?
- Timothy Barteau Quoted by the Northbay Business Journal
- A Rare But Noteworthy Exception to the General Rule That All Claims Against a Decedent Must be Brought Within One Year of Death
- Keystone Attorneys Named as Top Woman Attorneys of Southern California
- Keystone Attorneys Named as 2018 Southern California Super Lawyers, Including a Top-100 Designation!
- Joshua Taylor Gives “Spotlight” Presentation
- Trustees Beware: Limitations of the Attorney-Client Privilege
- California Electronic Signature Policy: Court Expressly Permits Filings with E-Signatures
- Shawn Kerendian Selected to Act as PVP Attorney & Settlement Officer
- Joshua Taylor Promoted to Partner
- Keystone is Recertified as a Green Business in Los Angeles
- Monica Yun Promoted to Senior Associate
- Recap of Keystone’s 2017 Successes
- Welcome Roee Kaufman
- Self-Settled Special Needs Trust in California: New Federal Legislation Allows Establishment of Trust Without Court Order
- Keystone Attorneys Present at Probate Seminar
- Keystone Law Attorneys Speak at Probate Law NBI Seminars
- Joshua D. Taylor Participates in Live Radio Interview on Elder Abuse
- Shawn Kerendian Among Top Lawyers in California: Daily Journal’s Top 40 Under 40 Names Kerendian Best Probate, Estate & Trust Attorney in Los Angeles
- Keystone Launching San Francisco Branch Office
- Keystone Law Group, P.C. Lawyers Presenting at a National Business Institute (NBI) Seminar
- Shawn Kerendian Selected to Daily Journals’ Top 40 Under 40
- Joshua Taylor Will Be Live on Preferred Company Radio on May 9th 2017 Answering Questions about Elder Abuse
- Keystone Law Group, P.C. attorneys presenting at a National Business Institute (NBI) seminar
- Trust and Estate Planning Certification: How to Become a Probate Specialist or Certified Estate and Trust Specialist
- Whitney Houston’s only heiress passed away at age 22
- The Probate Process
- Signs of conservatorship abuse
- Audrey Hepburn’s children fight over mother’s personal effects
- Judge gave Robin Williams’ wife and kids two months to settle disputes
- Whitney Houston’s ex applies for guardianship over his daughter
- Many Americans fail to plan for the future with a will
- Keystone Law Group Featured in Los Angeles Times Earth Day Publication
- Federal judge to hear arguments on jurisdiction of Tom Benson case
- Robin Williams’ estate dispute to be first settled out-of-court
- Benson wants Saints and Pelicans to be removed from trust
- Ernie Banks’ funeral debt paid by his former team
- Ernie Banks estate in dispute over contested will
- Amanda Bynes’ lawyer seeks payment
- Robin Williams’ wife and children locked in estate dispute
- Judge to review Ariel Winter’s accounting
- Gabor’s conservator plans to manage stepdaughter’s funeral, estate
- Court date set to rule whether Jean Kasem must pay legal fees
- Benihana children file lawsuit against stepmom over inheritance
- Amanda Bynes’ parents give up on conservatorship role
- Kurt Cobain’s sole heiress purchased Hollywood Hills home
- Animal group to benefit from sale of Joan Fontaine’s house
- 3D firm sues Monroe’s estate for persona rights
- Daughter and grandson will inherit Joan River’s fortune
- Anna Nicole Smith’s estate battle now over
- Former Microsoft chief exec now officially owns Clippers
- Hoffman leaves entire estate to partner
- Shelly at advantage vs. Donald as Sterling probate trial resumes
- Sting plans to spend remaining fortune
- Neurologist attests Sterling may have Alzheimer’s
- Conservatorship over Casey Kasem’s health given to daughter
- Mother granted guardianship of Paul Walker’s daughter in peaceful agreement
- Judge denied appeal by Paul Walker’s mom to drop guardianship bid
- Modern Family star’s guardianship battle is finally over
- Legal dispute over Mickey Rooney’s remains deterred
- Mick Jagger inherits L’Wren Scott’s entire estate
- Keystone Law Group Attorney Passes the California Board of Legal Specialization Exam
- Judge orders Martin Luther King Jr.’s daughter to turn over items to court
- Executors ask for extension before the court closes MJ estate
- Martin Luther King Jr.’s children involved in estate battle
- Category: Newsletters
- Category: Probate Appeals
- Category: Property Disputes
- If a Husband and Wife Die Together, Who Inherits Community Property?
- How to Become Administrator of an Estate
- Lis Pendens: Get That Lis Pendens Off My Property!
- What Happens to Property When Someone Dies?
- Inheriting a House With Siblings
- Is California a Community Property State?
- What Happens to a Lawsuit When The Plaintiff Dies? What to Do When a Party to Litigation Dies
- Sole Ownership vs. Joint Tenancy vs. Community Property with Right of Survivorship vs. Tenants in Common: Advantages and Disadvantages
- 5 Ways to Hold Title in California
- Guide to Probate Code 850 and Heggstad Petitions
- Estate of Wall: Does the Community Property or Title Presumption Control Real Property in Probate?
- Caution! Your Joint Account With Rights Of Survivorship Could Be Impacted by the Decedent’s Estate Planning Documents
- How to Ensure the Proper Disposition of a Loved One’s Remains
- How Can a Creditor Beneficiary Enforce Judgments?
- How Can Creditors Enforce Judgments Against a Deceased Debtor’s Estate?
- The Definitive Guide to Partition Actions: Forcing the Sale of Jointly Owned Property
- How to Stop a Partition Action
- How to Win a Partition Action
- Converting Community Property and Separate Property: Community Property Presumption in California Prevails Over Title Presumption
- Did You Know…Double Damages Probate Code Section 859
- What To Do When a Party to Litigation Dies? Part 2 of 2
- Challenging a Deed Due to Undue Influence: Shifting the Burden of Proof
- A Creditor’s Ability to Reach Non-Probate Assets to Satisfy Creditor’s Claims
- California Community Property vs Separate Property: The Pereira & Van Camp Formulas
- Category: Staff
- Category: Accounting
- Category: Human Resources
- Category: Legal Operations
- Category: Marketing & Business Development
- Category: Technology Innovation
- Category: Trust & Estate Administration
- Trust Administration Checklist and Guide
- The Prince Estate Battle Explained by a Probate Lawyer
- Guide to Siblings’ Rights After a Parent’s Death
- Does O.J. Simpson’s Death Dissolve His Debt to the Families of Ron Goldman and Nicole Brown?
- What is a Beneficiary Designation and Can it Be Contested?
- Can an Executor of a Will Be a Beneficiary?
- What Makes a Will Legal and Valid? — Will Requirements Explained
- New Rules for Special Needs Trusts: Spending Guidelines
- Is the Spouse Automatically Executor of the Estate?
- How Long Do You Have to File Probate After Death?
- How Does Probate Work With and Without a Will?
- How to Claim a Deceased Person’s Bank Accounts
- What Does it Mean to Probate a Will in California?
- Crucial Facts You Should Know About Trustee Fees in California
- What Happens if Someone Dies Without a Will in California?
- Who Is the Executor of a Will?
- What Does an Executor of a Will Do?
- California Probate Fees — Explained
- When and What Can Medi-Cal Recover for Medi-Cal Reimbursement from a Recipient’s Estate?
- What Are Trustee Duties And Responsibilities When Administering a Trust?
- Non-Resident Trustees and Beneficiaries Beware! A Trustee’s Relocation to Idaho Did Not Escape California’s Jurisdiction Laws
- What Are the Creditor Rights of a Decedent’s Creditors?
- How to Avoid Probate as a Putative or Pretermitted Spouse: Can a Spousal Property Petition Be Used?
- Defeating a Spendthrift Trust: Keystone Helps Make New Law in Blech v. Blech
- A Shortcut Procedure for Suing a Decedent Without Involving the Probate Court
- California Intestate Succession: Did You Know that Stepchildren Sometimes Have Priority Intestacy Rights Over Other Heirs?
- No Executor of Will? Special Rule of Appointment When A Will Executor Is Not Named
- The Grandparent-Grandchild Reassessment Exclusion – It Isn’t For Everybody
- New Case Expands Creditors’ Access to Funds Held By a Spendthrift Trust
- How One Court Interpreted the Right to a Pre-Death Accounting
- Family Allowance: Rights of Spouses and Minor Children in California
- California Probate Homestead Exemption Law: Minor Children & Spousal Rights After Death in California
- How to Locate Missing Heirs and Beneficiaries in California
- Small Estate Affidavit Uses
- New Tool to Transfer Real Estate Upon Death Without a Will
- Preparation of Impending Death
- Equitable vs Statutory Adoption: Probate Code 6454 & Requirements of Equitable Adoption in California
- Executor vs. trustee: what is the difference?
- A quick look at intestacy in California
- Category: Trust & Will Disputes
- Guide to Inherited 401(k) Plans & Contesting Beneficiaries
- Can Annuity Beneficiaries Be Contested?
- Can a Stepchild Establish Legal Parentage for the Purpose of Intestate Succession
- Rights to a Revocable Trust When the Settlor Is Incompetent – Probate Code 15800
- Beneficiaries Beware! Filing an Untimely Petition to Invalidate a Trust in California Can Get You Disinherited
- When a Trust Modification Method Is Specified in the Trust Instructions – That Method Must Be Followed Exactly for a Trust Amendment to Be Valid
- How to Successfully Contest a Will and Win: A Comprehensive Guide
- What Voids a Will?
- How to Resolve Ambiguous Language in Wills and Trusts
- Guide to Revoking a Trust
- What Evidence Is Needed to Contest a Will?
- Can You Contest a Will?
- How Much Does It Cost to Contest a Will
- How Long Do You Have to Contest a Will
- Can You Contest a Trust?
- Barefoot Reversed, But Legal Standing Questions Left Unanswered
- Update: Barefoot v. Jennings Overturned
- Beyond Barefoot: The Los Angeles Supervising Probate Judge’s Recent Take on Barefoot v. Jennings
- Exercising a Valid Power of Appointment: Insight into the Requirements of Probate Code Section 632
- Beneficiaries Forfeit $10 Million for Bringing a Trust Contest
- The Anti-SLAPP Statute is Now a Powerful Tool to Discourage Enforcement of No-Contest Clauses
- Undue Influence, and The Role of Probate Code Section 86
- Rendering a Trust Invalid
- Category: Uncategorized