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What happens when a trustee dies without transferring all of their assets into their revocable living trust? If the asset value exceeds the probate limit, their successor may need to file a California Probate in order to reclaim the asset.
But in this video, attorney Daniel Hunt (Certified Legal Specialist in Estate Planning, Trust & Probate Law) will explain how to save time and money with a petition under Probate Code Section 850 (also known as a Heggstad petition).
Check out our blog post on this topic: www.dhtrustlaw...
If you or someone you know has questions about this topic, our office is here to help. Learn more at dhtrustlaw.com.
This video is solely for the purpose of education and should not be construed in any way to represent an attorney-client relationship between the Law Offices of Daniel A. Hunt and the viewer.