19 ways your Trustee can be breaching their fiduciary duties
Trust Litigation arises when there is a legal dispute over a Trust document between Beneficiaries or Trustees. It can cause financial problems and domestic problems….
Trustee Duties: Five exceptions for your Trustee seeking a release of liability waiver
Has your Trustee tried to relieve themselves of liability before distributing the Trust? Are you wondering if that’s even allowed? What red flags should you…
Trustee Duties: Are you entitled to an accounting as a Beneficiary?
Are you a beneficiary, and are you unaware of your Trustee’s duties, and whether or not, as a Trustee, they are entitled to account? Further,…
Trustee Duties: Is Separating and Identifying Trust Property Necessary?
Are you concerned your Trustee is mixing the Trust’s property with their property? Or are you currently going through an inheritance dispute and are unsure…
Do we have to pay “death taxes” in California?
What most people in California mean by “death taxes” are the federal estate taxes and state inheritance taxes. Click here to learn more and whether or not we have to pay death taxes in California.