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Quinn & Dworakowski, LLP

What Happens To Checking And Savings Bank Accounts, Certificates Of Deposit (Cd) And Individual Retirement Accounts (Iras) When Someone Dies?

Quite often people do not include financial assets such as bank accounts, certificates of deposit (CD) and/or Individual Retirement Accounts (IRAs) in their estate planning, i.e. making formal arrangements for distribution of their assets after…

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Disclaiming An Inheritance

Under California inheritance law, estate beneficiaries may disclaim their interest in the decedent's estate. (Prob C § 275.) The disclaiming party is treated as if he or she predeceased the decedent, so that those next in…

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Probate Treatment Of Adoption In California In Intestate Proceedings (No Will)

With the ever-evolving concept of the “modern family,” many families choose adoption as a method of expanding their family and continuing their legacy. If there was no will there is a series of laws regarding…

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Are Oral Promises To Make A California Trust Or Will Enforceable?

Oral promises to make a California trust or Will generally arise when a person orally promises a child, a friend, or a caretaker some or all of their assets once they die. More commonly, the promise…

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Intestacy Rights Of Heirs Of Predeceased Spouse Or Registered Domestic Partner

For many the issue of planning the estate in the event of death is not that important, as most believe that they will have ample time to address it later in life. Some even believe…

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How A Special Needs Trust Can Help

On occasion Quinn & Dworakowski, LLP is involved in a probate where a beneficiary or heir is entitled to a distribution and the person has special needs and is receiving government assistance. Unfortunately, if you…

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Intestate Inheritance by Children of Unmarried Parents

INTESTATE (WITHOUT A WILL) INHERITANCE BY CHILDREN OF UNMARRIED PARENTS If you are a parent who is not legally married to the other parent of your children, you may wonder if your children can inherit…

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Does Legal Separation From A Spouse Cut Off Inheritance Rights?

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Beneficiary And Contingent Beneficiary Designation

LIFE INSURANCE POLICIES, IRAS, ANNUITIES, AND PENSION AND PROFIT-SHARING PLANS WITH NO BENEFICIARY DESIGNATION OR NO CONTINGENT BENEFICIARY DESIGNATION All too often people do not complete the beneficiary designations for IRAs, 401ks and life insurance…

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Inheriting Partial Interests In California Real Property

It is common for a parent or other family member to distribute real property to a family member or family members equally or in other proportions. For example, a parent or parents may die without…

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