Ways to Protect Your Estate Assets from Lawsuits at Orange County CA


Probate courts in California are full of people prosecuting lawsuits and claims against decedent estates, trusts, trustees, administrators, executors, heirs, beneficiaries, and family members and caretakers. 

So do your financial estate planning at Orange County CA carefully and protect your assets as much as possible from such lawsuits. protect against lawsuits

1.   Treat siblings fairly in your will and estate planning documents.

2.   Decide and confirm who gets what treasure. 

3.   Keep track of loans and advances.

4.   Transfer a business with signed purchase contract.

5.   Check and clarify ownership of what you leave.

6.   Get and use your own lawyer.

7.   Consider a corporate executor (not a personal executor).

8.   Establish that you are of sound mind (perhaps video interview).

9.    Include a “no contest clause” in your will.

10.  Make any “disinheritance” clear in your will.  (However, I don’t like the “disinheritance” concept and would not recommend it as an estate planning tool.) 


Source of information is Forbes.com article – “10 ways to lawsuit protect your estate” – This is for information only and not the providing of legal or tax services.   

Professional REALTOR® agent representation and help for private trust estate representatives, estate administrators and executors, probate and trust attorneys, estate planners, income tax professionals, public guardians, fiduciaries, and bankers, with listing and sale of trust and probate estate properties at Orange County, CA

HARRISON K. LONG – REALTOR® and broker associate, GRI – Coldwell Banker Residential Brokerage – 949-854-7747 (phone) – ExploreProperties@gmail.com (email) – CA DRE 01410855 – SFR short sale and foreclosure resource certified by the National Association of REALTORs® – now serving as an appointed director at California Association of REALTORs® – also a lawyer licensed by the California State Bar, member #69137.

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You should always hire an estate planning and tax lawyer for advice and direction about your own situation.  Contact us about listing and selling of trust and decedent estate property at Orange County CA real estate.

Posted via email from Explore OC Homes

About Harrison K. Long

Businessman, Professional Realtor agent, GRI, Broker associate, Coldwell Banker Residential Brokerage - Orange County, California - CA DRE 01410855 - Helping property owners, estate trustees, executors and administrators, fiduciaries, bankers, investor group managers, with listing and sale of properties - helping people with their best decisions about homes and real estate - Member at the Orange County Association of REALTORs (serving on its board of directors for 2012); California Association of Realtors (serving on its board of directors for 2011-2102); National Association of Realtors - Also an attorney member of the California State Bar Association #69137 - Contact by telephone or text at 949-701-2515
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