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Scott Grossman
By In Trust

Duties of a Trustee of an Irrevocable Trust

Key Takeaways Trustees of irrevocable trusts in California must follow strict fiduciary duties. The trustee must act in the best…
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Transferring real estate after death.
Transfer of Property in California after Death

Transfer of Property in California after Death

In this article, California probate lawyer Scott Grossman explains how title to real property is transferred to heirs or beneficiaries,…
August 4, 2025 Read More
Executor Duties in California: What to Do After Someone Passes Away

Executor Duties in California: What to Do After Someone Passes Away

Key Takeaways California law does not set a strict deadline for reading the will, but the executor should act promptly.…
July 29, 2025 Read More
Trustee Duties: Is my Trustee required to invest and manage Trust assets? 

Trustee Duties: Is my Trustee required to invest and manage Trust assets? 

If you haven't gotten a copy of the trust, there might be other problems in getting your inheritance. After you…
July 28, 2025 Read More
Temporary Trustee Suspension Protects Assets of a CA Trust

Temporary Trustee Suspension Protects Assets of a CA Trust

A trustee can be temporarily suspended during the trial to have the trustee removed. Find out why you may want…
July 28, 2025 Read More
How to Get Your Trustee to Distribute Your Inheritance

How to Get Your Trustee to Distribute Your Inheritance

When a trustee won't distribute your inheritance to you, you may decide to file a petition with the probate court…
July 25, 2025 Read More
Tips for Determining the Damages for a Breach of Fiduciary Duties

Tips for Determining the Damages for a Breach of Fiduciary Duties

Key Takeaways Beneficiaries harmed by a breach of fiduciary duty may recover damages under California law. Damages can include compensatory…
July 25, 2025 Read More
4 Types of Inventories Filed During a Probate Administration

4 Types of Inventories Filed During a Probate Administration

During a probate administration the personal representative must file an inventory. An inventory can be partial, supplemental, final, or corrected.
July 25, 2025 Read More
Is it possible for an Attorney to Serve as a Trustee while also Providing the Trust with Legal Services?

Is it possible for an Attorney to Serve as a Trustee while also Providing the Trust with Legal Services?

Under certain circumstances, an attorney can serve as both the legal advisor and trustee of a California trust. However, the…
July 25, 2025 Read More
8 Tips for Transferring Cars in a California Probate

8 Tips for Transferring Cars in a California Probate

8 Tips for Transferring Cars without probate court approval in some California estate cases. For more information contact our firm…
July 24, 2025 Read More
Is an Unwitnessed Will Invalid Without a Witness?

Is an Unwitnessed Will Invalid Without a Witness?

If a California will was not properly witnessed, it may be challenged. However, if certain evidence is presented, it may…
July 24, 2025 Read More

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