Moravec, Varga & Mooney

Moravec, Varga & Mooney Comprehensive legal advice tailored for your individual needs.

Considering selling trust real estate? In California, a trustee can do this, but it's crucial to follow the right legal ...
01/19/2026

Considering selling trust real estate? In California, a trustee can do this, but it's crucial to follow the right legal paths! Discover the ins and outs in our latest blog: https://wix.to/JNHjNzf

Short AnswerYes, under California law, a trustee can sell trust real estate (a home, house, or other property) to a beneficiary, but only if the trustee follows fiduciary duties, uses full disclosure, and structures the transaction at fair market value with proper documentation. If the trustee cuts....

Unlock the secrets of Pot Trusts in California! This trust structure allows for flexible distribution among beneficiarie...
01/11/2026

Unlock the secrets of Pot Trusts in California! This trust structure allows for flexible distribution among beneficiaries. Perfect for families looking to manage inheritances effectively. Learn more here: https://wix.to/e9BnmS6

Short Answer:A pot trust in California is a type of trust that pools assets for the benefit of multiple beneficiaries. It allows for discretionary distribution, meaning the trustee can allocate funds based on the individual needs of the children or other beneficiaries. The structure provides flexibi...

Is your estate plan properly funded? Discover the common mistakes that could lead to probate delays and stress for your ...
12/17/2025

Is your estate plan properly funded? Discover the common mistakes that could lead to probate delays and stress for your loved ones. Don't let an unfunded trust ruin your estate plan. Educate yourself today! Read more here: https://wix.to/8JUx6x4

Short AnswerTrust funding mistakes can cause an estate plan failure in California because a living trust avoids probate only for assets that are actually titled to the trust or correctly coordinated through beneficiary designations. An unfunded trust, broken asset titling, or trust beneficiary error...

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