Put It on My Tab – When Is a Lifetime Gift in California an Advancement Against Inheritance?

Advance Against Inheritance   Appeal   Asset Distribution   Beneficiaries   Estate Planning   Gifts   Inheritance Disputes   Parole Evidence   Probate Code Section 21102   Probate Code Section 21135   Sachs v. Sachs   Santa Barbara County Superior Court   Trust Administration  

January 21, 2020

EXTERNAL URL: https://www.trustontrial.com/2020/01/put-it-on-my-tab-when-is-a-lifetime-gift-in-california-an-advancement-against-inheritance/

AUTHORS: Downey Brand

A primary purpose of estate planning is to determine what a child will inherit (if anything) upon a parent’s death.  But what about a gift