Trusts Archives

Trust administration for California family winery ends up in court

Proper estate planning is very important for California families, as even when a trust is set up while an individual is still alive, legal matters can still arise. The heirs to a California winery are learning this after winding up in court over matters related to trust administration of the family winery. The family has settled the legal dispute, but there may be emotional scars left on the family for some time.The matter involves the Foppiano wine family from Healdsburg. The winery was family-founded and has been in operation since 1896. The 101-year-old father passed control of the winery to his son in 2005, and named both children as co-trustees in 2009.

Revocable trusts a good option for California blended families

Estate planning for a California blended family can be a challenging to try to create something that is fair to both spouses and their children. A revocable living trust is one means of accomplishing that goal. This type of revocable trust becomes irrevocable upon the death of one of the spouses. The trust can be altered or revoked during a lifetime, depending on the grantor. After death of one of the spouses, the property is transferred pursuant to the terms of the trust.

Estate plan for Apple's Steve Jobs still a mystery

According to public records, while on medical leave from Apple in 2009, co-founder Steve Jobs and his spouse are said to have placed at least three properties into trusts. One reason for doing this may have been their desire to keep their assets from being disclosed in the event of his death. Jobs died on October 5 from pancreatic cancer in California at the age of 56.

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