What are my rights as a beneficiary of a trust or estate?

Beneficiary Rights Trust Attorneys Lawyers Los Angeles | Sirkin Law Group

​Beneficiary Right in Trusts, Los Angeles Ca Attorneys Lawyers  | Sirkin Law Group |  | 818.340.4479

Beneficiary Rights Attorney:  Mina Sirkin is a Los Angeles Certified Specialist probate lawyer who handles beneficiary rights in trust and probate litigation matters in California:

Trust beneficiaries in Los Angeles often do not know the extent of their rights under California probate law.

Protecting a beneficiary’s rights, claims and objections in trusts and probate litigation matters involves taking immediate action.   Waiting too long to respond or object to petitions can often detrimentally affect the rights of beneficiaries.

If you are a trust or estate beneficiary, you should know about the following rights:

1.   Right to receive advice from an independent attorney.   Do not rely on advice given by the trustee or executor’s attorney who does not represent you.

2.  Remember that if you don’t question an action by a trustee or executor, you will waive your rights as to that action.

3.  Review the trust or will with an experienced beneficiary attorney in trust and probate cases for immediate impact on your interest.

4.  File any necessary objections timely and watch for no contest clauses.

5.  Ask for an accounting in writing and keep a certified copy of your letter requesting the same.

6.  If you don’t get a response to a request for an accounting, call your lawyer immediately.

When needing counsel to review your beneficiary rights in trust documents, contact Beneficiary Rights Lawyers, Mina Sirkin.  With over 22 years of experience, our Certified Specialist in Trust Litigation in Los Angeles, California can assist you.   Contact us for a free consultation at: 818-340-4479.  Beneficiary Rights Trust Attorneys Los Angeles.

Trust Litigation

Trust Litigation Los Angeles  

Los Angeles, Ca:   Mina N. Sirkin is a Los Angeles, California Board Certified Specialist trust litigation attorney in the areas of Estate Planning, Probate and Trust Law by the Board of Legal Specialization of the State Bar of California who practices trust estate litigation. Our main office serves all of Los Angeles County, and our attorneys can help you and your family with trust litigation and mediation legal representation in Los Angeles.

 

Legal services:

 

  •     Probate Litigation
  •     Trust Litigation
  •     Estate Litigation Los Angeles Attorneys
  •     Probate Code 850 Actions: Litigating Recovery of Trust Assets
  •     Trust Contests
  •     Litigation Involving Validity or Invalidity of a Trust or Amendment
  •     Elder Law Litigation & Financial Elder Abuse
  •     Trust Estate Litigation Los Angeles
  •     Will Contests
  •     Disputes about Appointment of an Executor or Trustee
  •     Undue Influence and Trusts Litigation Attorney 




Ms. Sirkin is admitted to practice in the following Courts:

1992-Admitted to Practice in All California Courts

1992-Federal Court- Central District of California

1992-Federal Court, 9th Circuit Court of Appeals

Bar Memberships:

 

State Bar of California, Trust & Estates Section

Los Angeles County Bar Association, Trusts & Estates Section

Beverly Hills Bar Association- Trust & Estates Section

San Fernando Valley Bar Association – Trust and Estate Section

American Bar Association

National Academy of Elder Law Attorneys (NAELA)

Education:

Probate Attorneys

University of California, Los Angeles, B.A. 1988

Whittier School of Law, J.D. 1991

Golden Gate University School of Law, LLM, (Taxation), 1998

Television Appearances:

Ms. Sirkin served as the Legal Expert and Commentator: CBS 2/ KCAL-9 TV. Prime-time News covering the Anna Nicole Smith Case.

CNN Legal Expert on the Estate of Michael Jackson.

EOnline.com re the Estate of Bobbie Brown.

Recently Quoted In:

CNN Money.com and Fortune Small Business: Jan. 10, 2008, What to do before you launch.

NY Times: March 18, 2008, Breaking the Silence

Health Care Risk Management: August 2008: Know what to do when faced with suit.

CreditCards.com: February 2009. What to do if your retail credit card issuer goes bankrupt.

MSNBC: March 9, 2009, When a celebrity endorsement sours.

Probate Attorneys Los Angeles Trust Litigation Attorney

MSN Money: March 2009, The Making of Ivanka Trump.

Probate Attorney Los Angeles California

Bankrate.com, October 2009, 9 Key Estate Planning Tools

Media Expert, 2009-2015

CNN

Rollingstone.com

NPR News

Moneyline.com

EOnline

CNBCUNI

Trust Litigation Attorney Los Angeles

Awards and Designations:

Winner of the American Jurisprudence Award in Constitutional Law in 1990.

Winner of the California Tax Bar Scholarship in 1997.

Super Lawyers 2010.

Certification and Specialization:

Ms. Sirkin is a Certified Specialist attorney in the areas of Estate Planning, Probate and Trust Law by the State Bar of California Board of Legal Specialization. Probate Attorneys.

Publications and Teaching Experience:

Los Angeles County Bar Association, Trusts & Estates Section News, Internet Sites for Estate Planners.

 

Instructor, Los Angeles County Bar Association: DPCDA and Conservatorships

 

Instructor and Co-Author, Probate Start to Finish (2006), National Business Institute. Probate Lawyers

 

Co-Instructor, Estate & Trust Education Resource: (2007) “Prep Course for the Certified Specialist Exam in Estate Planning, Trust and Probate,” Los Angeles, CA and San Jose, CA.

 

Published Case: Student v. Los Angeles Unified School District (2007) OAH: N 2006120552

 

Featured Speaker, What law schools don’t teach you about the “Science of Marketing.” (2008). Peter Port Productions.

 

Speaker, Estate, Financial and Health Care Planning for Elder Clients (Nov. 2008). National Business Institute.

 

Co-Author, Estate and Tax Planning: Qualified Retirement Plans and IRAs (Jan. 2009), National Business Institute.

 

Instructor, Elder Abuse Litigation, LAPA 35th Annual Meeting (2011)

 

Instructor, Elder Abuse (Advanced Probate)

LAPA 38th Annual Meeting (2014)

 

Instructor, Lorman, Elder Abuse Litigation (2014)

Other Activities:

·         PVP Panel Member, Los Angeles County

·         Settlement Officer Panel Member, Los Angeles Superior Court

Evan R. Sirkin is an expert attorney in Estate Planning, Probate and Trust Law in California.

Estate Planning Attorney San Fernando Valley

Mr. Sirkin is admitted to practice in the following Courts:

1990-Admitted to Practice in All California Courts

San Fernando Valley Woodland Hills Probate Trust Litigation Lawyers Attorneys

Bar Memberships:

·         State Bar of California, Trust & Estates Section

·         Los Angeles County Bar Association, Trusts & Estates Section

·         San Fernando Valley Bar Association

Education:

·         University of California, Los Angeles, B.A. 1985

·         Loyola Law School, J.D. 1988

Legal services include:

·         Estate Planning

·         Living Trust Formation and Administration

·         Conservatorship

·         Special Needs Trust Creation and Planning

·         Guardianship

·         Probate

·         Entity Formation, including LLCs, Corporations, & Partnerships

Marilyn Mamann (1946-2010)

 

OFFICE LOCATIONS

Main Office:

21550 Oxnard Street, Third Floor
Woodland Hills, CA 91367
Phone:  818. 340. 4479
Fax:      818. 340. 7952
E-Mail: sirkinlaw@aol.com

West Los Angeles
11400 Olympic Blvd., Suite 200
Los Angeles, CA 90064
Tel: 800-300-9977

Irvine
19800 MacArthur Blvd., Suite 500
Irvine, CA 92715
Tel: 800-300-9977

LAX area
6601 Center Drive West, Suite 500
Los Angeles, CA 90045
Tel: 800-300-9977

Downtown Los Angeles
445 N. Figueroa St., Suite 2600
Los Angeles, CA 90071
Tel: 800-300-9977

Glendale
450 North Brand Blvd., Suite 600
Glendale, CA 91203
Tel: 800-300-9977

Pasadena
225 South Lake Ave., Suite 300
Pasadena, CA 91101
Tel: 800-300-9977

Litigating a Trust Case? If you would like to get more information regarding Trust litigation in Los Angeles, California, click here.  trustlitigationlosangeles.com

Probate Litigation

Probate Litigation Los Angeles  

Los Angeles, Ca:   Mina N. Sirkin is a Los Angeles, California Board Certified Specialist trust litigation attorney in the areas of Estate Planning, Probate and Trust Law by the Board of Legal Specialization of the State Bar of California who practices trust estate litigation. Our main office serves all of Los Angeles County, and our attorneys can help you and your family with trust litigation and mediation legal representation in Los Angeles.

 

Legal services:

 

  •     Probate Litigation

 

  •     Trust Litigation

 

  •     Estate Litigation Los Angeles Attorneys
  •     Probate Code 850 Actions: Litigating Recovery of Trust Assets

 

  •     Trust Contests
  •     Litigation Involving Validity or Invalidity of a Trust or Amendment

 

  •     Elder Law Litigation & Financial Elder Abuse
  •     Trust Estate Litigation Los Angeles

 

  •     Will Contests
  •     Disputes about Appointment of an Executor or Trustee




Ms. Sirkin is admitted to practice in the following Courts:

1992-Admitted to Practice in All California Courts

1992-Federal Court- Central District of California

1992-Federal Court, 9th Circuit Court of Appeals

Bar Memberships:

 

State Bar of California, Trust & Estates Section

Los Angeles County Bar Association, Trusts & Estates Section

Beverly Hills Bar Association- Trust & Estates Section

San Fernando Valley Bar Association – Trust and Estate Section

American Bar Association

National Academy of Elder Law Attorneys (NAELA)

Education:

Probate Attorneys

University of California, Los Angeles, B.A. 1988

Whittier School of Law, J.D. 1991

Golden Gate University School of Law, LLM, (Taxation), 1998

Television Appearances:

Ms. Sirkin served as the Legal Expert and Commentator: CBS 2/ KCAL-9 TV. Prime-time News covering the Anna Nicole Smith Case.

CNN Legal Expert on the Estate of Michael Jackson.

EOnline.com re the Estate of Bobbie Brown.

Recently Quoted In:

CNN Money.com and Fortune Small Business: Jan. 10, 2008, What to do before you launch.

NY Times: March 18, 2008, Breaking the Silence

Health Care Risk Management: August 2008: Know what to do when faced with suit.

CreditCards.com: February 2009. What to do if your retail credit card issuer goes bankrupt.

MSNBC: March 9, 2009, When a celebrity endorsement sours.

Probate Attorneys Los Angeles Trust Litigation Attorney

MSN Money: March 2009, The Making of Ivanka Trump.

Probate Attorney Los Angeles California

Bankrate.com, October 2009, 9 Key Estate Planning Tools

Media Expert, 2009-2015

CNN

Rollingstone.com

NPR News

Moneyline.com

EOnline

CNBCUNI

Trust Litigation Attorney Los Angeles

Awards and Designations:

Winner of the American Jurisprudence Award in Constitutional Law in 1990.

Winner of the California Tax Bar Scholarship in 1997.

Super Lawyers 2010.

Certification and Specialization:

Ms. Sirkin is a Certified Specialist attorney in the areas of Estate Planning, Probate and Trust Law by the State Bar of California Board of Legal Specialization. Probate Attorneys.

Publications and Teaching Experience:

Los Angeles County Bar Association, Trusts & Estates Section News, Internet Sites for Estate Planners.

 

Instructor, Los Angeles County Bar Association: DPCDA and Conservatorships

 

Instructor and Co-Author, Probate Start to Finish (2006), National Business Institute. Probate Lawyers

 

Co-Instructor, Estate & Trust Education Resource: (2007) “Prep Course for the Certified Specialist Exam in Estate Planning, Trust and Probate,” Los Angeles, CA and San Jose, CA.

 

Published Case: Student v. Los Angeles Unified School District (2007) OAH: N 2006120552

 

Featured Speaker, What law schools don’t teach you about the “Science of Marketing.” (2008). Peter Port Productions.

 

Speaker, Estate, Financial and Health Care Planning for Elder Clients (Nov. 2008). National Business Institute.

 

Co-Author, Estate and Tax Planning: Qualified Retirement Plans and IRAs (Jan. 2009), National Business Institute.

 

Instructor, Elder Abuse Litigation, LAPA 35th Annual Meeting (2011)

 

Instructor, Elder Abuse (Advanced Probate)

LAPA 38th Annual Meeting (2014)

 

Instructor, Lorman, Elder Abuse Litigation (2014)

Other Activities:

·         PVP Panel Member, Los Angeles County

·         Settlement Officer Panel Member, Los Angeles Superior Court

Evan R. Sirkin is an expert attorney in Estate Planning, Probate and Trust Law in California.

Estate Planning Attorney San Fernando Valley

Mr. Sirkin is admitted to practice in the following Courts:

1990-Admitted to Practice in All California Courts

San Fernando Valley Woodland Hills Probate Trust Litigation Lawyers Attorneys

Bar Memberships:

·         State Bar of California, Trust & Estates Section

·         Los Angeles County Bar Association, Trusts & Estates Section

·         San Fernando Valley Bar Association

Education:

·         University of California, Los Angeles, B.A. 1985

·         Loyola Law School, J.D. 1988

Legal services include:

·         Estate Planning

·         Living Trust Formation and Administration

·         Conservatorship

·         Special Needs Trust Creation and Planning

·         Guardianship

·         Probate

·         Entity Formation, including LLCs, Corporations, & Partnerships

Marilyn Mamann (1946-2010)

 

OFFICE LOCATIONS

Main Office:

21550 Oxnard Street, Third Floor
Woodland Hills, CA 91367
Phone:  818. 340. 4479
Fax:      818. 340. 7952
E-Mail: sirkinlaw@aol.com

West Los Angeles
11400 Olympic Blvd., Suite 200
Los Angeles, CA 90064
Tel: 800-300-9977

Irvine
19800 MacArthur Blvd., Suite 500
Irvine, CA 92715
Tel: 800-300-9977

LAX area
6601 Center Drive West, Suite 500
Los Angeles, CA 90045
Tel: 800-300-9977

Downtown Los Angeles
445 N. Figueroa St., Suite 2600
Los Angeles, CA 90071
Tel: 800-300-9977

Glendale
450 North Brand Blvd., Suite 600
Glendale, CA 91203
Tel: 800-300-9977

Pasadena
225 South Lake Ave., Suite 300
Pasadena, CA 91101
Tel: 800-300-9977

Litigating a Trust Case? If you would like to get more information regarding Trust litigation in Los Angeles, California, click here.  trustlitigationlosangeles.com

Capacity Declaration Form

CAPACITY DECLARATION FORM FOR CONSERVATORSHIPS IN CALIFORNIA

LOS ANGELES | SIRKIN LAW GROUP

To establish a Conservatorship in California, the Petitioner is required to file a Capacity Declaration with the Court which is to establish capacity by a physician or psychologist’s declaration.   When the proposed conservatee needs psychotropic medication or a secured perimeter facility authorization, there is also an attachment which needs to be included.

DOWNLOAD THE CAPACITY FORM BELOW:

FORM Capacity Declaration Form California GC 335

1.  Most common errors involving these forms are:

1.    Failure to complete the form:  Name, Address, Telephone, and the box regarding the 2 year experience re dementia is not marked.

2.  The dementia medication attachment is not attached.

3.   The box regarding the attachment (#8) is not marked.

4.   The date next to the signature is omitted.

5.   No original signatures.

We have successfully used the following experts in obtaining the appropriate Capacity Declaration in Los Angeles California Conservatorships:  Dr. David Trader;  Dr. James Spar;  Dr. Susan Bernatz; and Dr. Steven Reed.   If you need a referral to these experts, please contact our office.

Our attorneys have over two decades of experience in Los Angeles Conservatorships.  Our Los Angeles, Glendale, Pasadena and Woodland Hills offices can help families protect the elderly with beneficial conservatorships in Los Angeles.   Call: 818.340.4479.

Who should you call for Probate in Los Angeles? Sirkin Law

Who should you call for Probate in Los Angeles?​

PROBATE ATTORNEY CONSULTATION CALLS LOS ANGELES – CALL 818.340.4479

Free Probate Attorney Call for Consultation : Call us when you need a free probate consultation.

When you need a free probate consultation regarding Wills, Probate and Estate matters in Los Angeles to evaluate your case, you should find and consult an attorney who has more than twenty years of experience inProbate in Los Angeles.  We promptly return all calls.

You should consult with our probate attorneys in the following probate estate circumstances:

1.  You believe there was fraud or forgery involved regarding a Will in Probate.

2.   You believe someone influenced the decedent to write a will or trust which he or she otherwise would not have signed.

3.   There was any type of fraud involved in an estate or by the executor.

4.    An executor has not filed an accounting within a year from the start of probate.

5.    Executor or Administrator has not filed an inventory.

6.    The elderly decedent was abused during his or her lifetime.

7.    There are assets which should belong to the estate but which someone else claims or owns.

8.    Decedent was in the middle of a sale, or transaction, and he or she died.

9.    There is sibling rivalry in the family regarding who should own the assets of a parent, or deceased person and a family member needs a free probate consultation in Los Angeles, CA.

10.  There needs to be a conservator appointed for a family member or loved one.

11.  A fiduciary, executor, administrator, trustee or agent under a power of attorney has not met his or her duties or responsibilities.

12.   Assets need to be returned to a person, estate or trust.

13.   A probate executor, trustee, conservator or power of attorney agent has not accounted or is late in accounting.

Contact or Call Mina Sirkin, Probate Law Certified Specialist Probate Lawyer  for a Free Probate Consultation in Los Angeles. Call 818.340.4479  or Email: Info@SirkinLaw.com.