Identifying and Understanding Different Will Types
By William C. Mason, III, Of Counsel

California wills come in several different forms—attested, statutory, holographic, and pour-over. These different types of wills are all similar in that each is a testamentary document (1) created and executed by an adult of sound find; (2) which makes a disposition of property to individuals or entities. However, the format and execution requirements of each [...]

By |2024-01-19T03:37:12+00:00August 21st, 2023|Death, Seniors, Will, Аttorneys|0 Comments

The Perils of Transfer-on-Death Deeds
By Allyson S. Heller

On January 1, 2016, the California legislature enacted Assembly Bill 139, which permits individuals to transfer real property upon death using a revocable transfer-on-death (TOD) deed. Since then, the TOD deed has emerged as an attractive option for homeowners looking for a quick and simple way to transfer property upon death outside of probate court, [...]

By |2024-01-28T01:06:13+00:00July 25th, 2023|Death, Property, Seniors|Comments Off on The Perils of Transfer-on-Death Deeds
By Allyson S. Heller

The Effect of Proposition 19 on Base Value Transfers for Persons Aged 55 and Older William C. Mason III, Esq., Of Counsel, The Law Offices of Tony J. Tyre, Esq., APC

On November 3, 2020, California voters approved Proposition 19—the Home Protection for Seniors, Severely Disabled, Families, and Victims of Wildfire or Natural Disasters Act. Effective February 16, 2021, the provisions of Proposition 19 replaced those established by Propositions 58 and 193 with respect to parent to child and grandparent to grandchild real property transfers. Additionally, [...]

By |2024-01-28T03:50:47+00:00November 17th, 2021|Elderly Care, Estate Law, Seniors|0 Comments
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