Category Archives: Orange County Wills and Trusts

Morgan Law Group is experienced at administering southern California estates, trusts, wills, and probate. We work with the family and other advisors to transfer California assets as quickly as possible, resolve outstanding issues, and ensure that all legal requirements are satisfied.

Orange County Trust Lawyers: What Records Should I Keep as a Successor Trustee?

Stepping into the role of Successor Trustee after the incapacitation or death of a loved one is a big job that can feel scary and overwhelming for someone who has never served in such capacity. Orange County Trust lawyers understand that it can be equally unnerving to learn that the Trustee can be held liable […]

A Tragic Oversight: Kobe Bryant’s Youngest Daughter Mistakenly Left Out of Family Trust

In January, we reported how the deaths of NBA legend Kobe Bryant (Kobe) and his 13-year-old daughter, Gianna, in a helicopter crash demonstrated the vital need for estate planning for people of all ages. At the time, little was known about the planning strategies Kobe had in place to protect and preserve his estimated $600 […]

Orange County Trust Lawyer: Avoid These Common Estate Planning Mistakes

Estate planning is a responsibility we all have, young or old. Yet only about half of all Americans with children have a Last Will and Testament or Trust to direct how their children should be cared for and who should inherit any assets left behind after death. It’s also troubling to know that most estate […]

Worried your children will be unmotivated after receiving an inheritance? Orange County Trust Lawyers encourage parents to consider this estate planning tool

Self-made billionaire Warren Buffet once famously said, “Leave your children enough money so they can do anything, but not enough that they don’t have to do anything.” Commodore Vanderbilt’s grandson, an heir to some $60 million in 1885, also once declared that “inherited wealth is as certain death to ambition as cocaine is to morality.” […]

Orange County Trust Attorney: 5 Steps to Create a Revocable Living Trust

A revocable living trust is the perfect document to protect your privacy, avoid probate, and leave someone you trust in charge of managing your affairs if you become incapacitated or pass away. It’s an essential element for estate plans and gives the trust maker, also known as the Grantor, the peace of mind that their […]

Estate Planning for First Responders and Law Enforcement | Will and Trust Lawyer in Orange County

As a will and trust lawyer in Orange County, I realize that there are many reasons why people put off estate planning. Some think that being young and healthy means they won’t need to worry about drafting up a will anytime soon. Others are just too uncomfortable thinking about what would happen to their spouse […]

Orange County Trust Lawyer: How to Protect an Inheritance for a Loved One Battling Bipolar Disorder

As an  Orange County trust lawyer, I am often asked by parents if it is possible to protect an inheritance for an adult child who battles Bipolar Disorder.  Unfortunately, one of the hallmarks of the condition is excessive financial spending while in the mania phase of the disease.  Parents often worry that if they leave […]

Orange County Trust Lawyer on How to Create a Business Succession Strategy

As an Orange County trust lawyer, I can confidently say that small businesses are the backbone of this country. They employ more than half of the domestic workforce and contribute greatly to the economy. But did you know that 9 out of every 10 small businesses are family-owned, and more surprisingly, that most of those […]

Orange County Will and Trust Attorney: How to Prepare for an Unexpected Disability

As an Orange County will and trust attorney, I often see the results of what happens when someone does not plan for the possibility of an unexpected disability.  Most people come to our office ready to plan for their retirement or how they would like to see their estates managed after they have passed away.  […]

Orange County Trust Lawyer: How to Safely Leave an Inheritance to an Adult Child with Substance Abuse Problems

By Orange County Trust Lawyer Darlynn Morgan Just about everyone knows or loves someone with a substance abuse problem. The detrimental effects impact many facets of American society. Sadly, we are seeing an upswing in the number of clients that have to deal with a loved one’s substance abuse in their estate planning. Most parents […]