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Who Needs a Pour Over Will and What Does it Do

Posted by Maria N. Jonsson | Aug 24, 2023 | 0 Comments

A pour-over will is a type of will which provides that any assets or property owned by the testator at their death that was not titled in the testator's living Trust, will transfer (or pour over) into the trust, and will pass as per the terms of the trust. A pour-over will works in conjunction with a living trust and names the trust as the sole beneficiary of the will.

Understanding Beneficiary Designations for Your California Estate Plan

Posted by Maria N. Jonsson | Aug 23, 2023 | 0 Comments

Your estate plan in California can include several documents, many of which may require beneficiaries, like any trusts you may have set up and non-probate assets like 401(k), IRA accounts, life insurance policies, and pensions. Assets from these accounts will go to the beneficiaries upon your death. It is important, therefore, to make sure you choose your beneficiaries carefully. 

Trust Administration - the Basics

Posted by Maria N. Jonsson | May 22, 2023 | 0 Comments

Knowing the basics of trust administration is important when you are named as a Trustee or a beneficiary of a Trust, and the trust creator's assets are titled in their trust, or if there are assets left outside of the trust. Not knowing or understanding your Trustee duties, or Beneficiary entitlements can lead to many challenges and liabilities, and can lead to the intended beneficiaries not getting their share in the trust for months, or, sometimes, years, after the death of the trust creator.

Cryptocurrency is not Currency – How do we Estate-Plan for it and avoid “Finders-Keepers”?

Posted by Maria N. Jonsson | Dec 07, 2022 | 0 Comments

Cryptocurrency, unlike its name suggests, is a Digital Asset – as such, the law treats it as Property, and not Currency. Crypto and NFTs are known as “bearer assets” – just like with “bearer bonds” – whoever has possession of the “asset” is the beneficial owner of it, which makes it challenging to be sure that an intended beneficiary will actually get the asset. How to avoid "Finders Keepers" when we estate-plan for Crypto and NFTs?

Difference between Probate and Trust Admin

Posted by Maria N. Jonsson | Dec 22, 2016 | 0 Comments

Pre-Death Planning determines the cost, length, and efficiency of Post-Death Administration. A common misconception is that having only a Will is sufficient estate planning. Although a Will does name someone in charge of the estate and provides directions on post-death division of assets, it does...

The Law Offices of Maria N. Jonsson, PC Is Here for You

At the Law Offices of Maria N. Jonsson, PC, we focus on Estate Planning, Probate and Trust Administration only. We deliver hands-on, detailed and compassionate professional guidance with every aspect of your case.

Contact Us Today

Attorney Maria N. Jonsson, Esq. is a Certified Specialist in Estate Planning, Trust & Probate Law by the State Bar of California Board of Legal Specialization. The Law Offices of Maria N. Jonsson, PC is committed to providing a comprehensive and holistic analysis of your specific circumstances as they relate to Estate Planning, Probate and Trust Administration issues in California. Schedule a one-on-one discussion of your case with Attorney Jonsson directly.

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