CEB Contributor
Travis Neal
Senior Associate at Hartog, Baer, Zabronsky
Travis Neal has focused on trusts and estates law for over a decade, working with several Bay Area firms serving a diverse group of clients. He has counseled fiduciaries administering complex trusts or estates, and has helped clients craft estate plans tailored to their needs. Mr. Neal has also worked on conservatorship and guardianship matters.
CEB Region:
Bay Area Region
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Counties Served: Alameda, Contra Costa, Marin, Napa, San Francisco, San Mateo, Santa Clara
Content by Travis Neal
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Why You May Need a Pet Trust
March 9, 2020
Travis Neal
Trusts & Estates, Estate Planning
When I was growing up, my cat, Alice, spent countless hours on my bed whenever I was home sick. Considering I missed a lot of school with strep throat, Alice’s muted meows and gentle hand nuzzling kept my spirits high. She did not give her love easily, but once you were part of her clowder, you were guaranteed lots of snuggling, especially when you weren't feeling well.
California Appeals Court Tells Probate Courts to Turn on the Lights in Conservatorship Proceedings
February 21, 2020
Travis Neal
Trusts & Estates, Guardianships & Conservatorships, Trust & Probate Litigation
California's Second District Court of Appeal on Tuesday
Insured Beyond Death
February 10, 2020
Travis Neal
Personal Injury, Trusts & Estates, Trust & Probate Litigation
When we contemplate what lives on after our death, we often think in terms of our legacy -- or for the more pessimistic of us, our debts. What we may not consider is our liability insurance policies,
Disinherited Trust Beneficiaries Regain Their Day in Court
January 23, 2020
Travis Neal
Trusts & Estates, Trust & Probate Litigation
On Thursday the California Supreme Court
Security for Some, Insecurity for Others
January 14, 2020
Travis Neal
Trusts & Estates, Estate Planning
On Dec. 20, 2019, as incorporated into Congress's 2020 fiscal year appropriations bill, the Setting Every Community Up for Retirement Enhancement Act (
A Defining Instrument
December 16, 2019
Travis Neal
Trusts & Estates
Often, you don’t discover that what you thought was correct is not until the law changes to make you, in fact, correct. This phenomenon recently happened to me as I was reviewing recently enacted legislation.
Beyond Death You May Part (With Your Property)
November 25, 2019
Travis Neal
Family Law, Trusts & Estates, Estate Planning, Trust & Probate Litigation
Estate planners commonly work with spouses where one or both come into the marriage with children. If a spouse decides to leave a slice of their estate pie to their current spouse—thus partially disinheriting their children—should that decision be presumed the result of undue influence? Most estate planners would answer in the negative, testamentary freedom being a hallmark principle of the profession, but in 2014 one court answered yes.
File Now, Pursue Later: Court Allows Dormant Creditor’s Claim to Go Forward
November 4, 2019
Travis Neal
Trusts & Estates, Probate Administration, Trust Administration
When you picture a creditor in your mind’s eye, you likely see a faceless corporate bank pursuing a down-on-their-luck homeowner or a student loan servicer harassing graduates with robocalls. With access to enormous amounts of data these creditors will know when you move, when you marry, and when you die. And they know how to pursue a debtor beyond the grave.
Cupid's Arrow Deflected: Undue Influence Presumption Applies to Caregivers Marrying Elders
October 28, 2019
Travis Neal
Trusts & Estates, Estate Planning, Elder Law, Trust & Probate Litigation
The world can be a sad,
Estate Planning for Families with Young Children
October 21, 2019
Travis Neal
Trusts & Estates, Estate Planning, Guardianships & Conservatorships
Parents of young children are tired, anxious, and overwhelmed. They’re often dealing with wonder weeks, baby-led weaning, potty training, and finding enough of the right childcare. They’re balancing parenting goals with career goals and probably feeling like they’re meeting neither. They know they need an estate plan, but they find it difficult to interpret myriad terms like “will, codicil, executor, trustee, principal, agent, fiduciary, etc.”
Five Factors to Consider When Nominating a Guardian
September 23, 2019
Travis Neal
Trusts & Estates, Guardianships & Conservatorships
When I was a new estate planner, one of the first stories I heard centered on a couple’s inability to agree on a guardian. This couple approached an estate planning attorney for a “complete” estate plan (trust, wills, DPOAs, AHCDs), and the attorney happily sat down with them to get all their information. The meeting went well until the attorney asked who the couple had in mind to act as a guardian of their 10-year-old son. After providing some helpful factors to consider, the couple and attorney agreed that it would be best for the couple to go home and discuss it further. Eight years later, with the guardianship issue solved by the inescapable passage of time, the couple returned, ready to create an estate plan.
Estate Planning After Kaestner
August 19, 2019
Travis Neal
Trusts & Estates, Estate Planning, Trust Administration, Advanced Tax Planning
It’s not every day that estate planning attorneys get their very own U.S. Supreme Court decision. It could not be held against us, then, if we digitally ran to
Useful Tech for Trusts & Estates Attorneys
August 12, 2019
Travis Neal
Law Practice Management, Trusts & Estates
For many trusts and estates (T&E) attorneys, technology isn’t a nuisance, it is a necessity. With most T&E attorneys working as solos or at small firms, a wasted hour directly affects your take home pay. And although California isn’t one of the
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