Are you a beneficiary in California? Understand your legal rights, how trusts are administered, and what to do when a trustee fails…
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California trustees must follow strict fiduciary duties. Learn what trustees are required to do, common mistakes that lead to litigation…
Suspect trustee theft? Learn what evidence California courts require and how beneficiaries can prove misappropriation and protect trust assets.
What to Do if a Trustee Is Misappropriating From a Trust? Gathering evidence is vital if you suspect your trustee is misusing their power.
How often must a California trustee review trust assets? Learn what the law requires, warning signs of neglect, and what beneficiaries can do.
How do you demonstrate that the trustee of a trust is mentally incompetent? A CA probate court attorney offers four important steps to take here.
How Serious Is a Breach of Fiduciary Duty? A breach of fiduciary duty can lead to serious legal and financial consequences.
Who is entitled to a copy of a trust? Beneficiaries and heirs are entitled to a copy of the trust, guaranteeing clarity of the trust terms.
Do beneficiaries have the right to see a California trust? In most cases, yes—once the trust becomes irrevocable, trustees must provide a…
Administering an estate with retirement assets has many potential pitfalls. Click here to learn the differences between Conduit and Accumulation Trusts.