About this episode

The episode discusses Heggstad petitions and their role in resolving trust funding issues in California.

In this episode of Protecting Your Legacy with Estate Planning, host Chelsey is joined by Adam Grant, founding attorney of Stonewood Law Group PC, to discuss the intricacies of Heggstad petitions in California. Adam explains the significance of these petitions, which follow California probate code 850, and how they help resolve trust funding issues when assets are not properly transferred into a trust. The conversation delves into common scenarios where assets fall outside of a trust, such as during refinancing or when acquiring new property, and how a Heggstad petition can guide the court to honor the original intent of the trustor. Listeners will gain valuable insights into the importance of maintaining updated trust records and the potential pitfalls of a ”set and forget” mentality. This episode is essential for families looking to avoid probate and ensure seamless trust administration.

People in this episode

Host: Chelsey

Guest: Adam Grant

Topics covered

• Heggstad petitions
• trust funding issues
• California probate
• estate planning
• trust administration

Keywords

• Heggstad petition
• trust funding
• California probate
• estate planning
• trust records

Mentioned in this episode

Organizations: Stonewood Law Group PC

Books & works: California probate code 850

Places: California

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