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    What Does a Trustee Do?

    By Scott GrossmanTrust, Trust Litigation, Trustee Duties

    Trustee legal obligations Being a trustee comes with legal obligations that every trustee must understand and…

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    March 19, 2024

    Do I Need a Trust to Avoid Probate?

    By Scott GrossmanProbate, Trust

    Benefits of using a trust One common goal in estate planning is to avoid probate. Probate…

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    March 14, 2024

    What is a Revocable Beneficiary?

    By Scott GrossmanProbate

    In the probate and trust law world, various legal terms and concepts seem complex and need…

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    March 4, 2024

    Who Has the Right to Change a Revocable Beneficiary?

    By Scott GrossmanProbate

    Understanding the legal authority surrounding revocable beneficiaries is crucial for estate planning and distribution. In this…

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    March 4, 2024

    How to know if a typewritten will is valid

    By Scott GrossmanProbate, Will

    Attorney Scott Grossman discusses the four requirements in California for a valid typewritten and what they mean.

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    November 3, 2018

    How to Handle Retirement Assets When Administering an Estate

    By Scott GrossmanProbate

    Administering an estate may involve the handling of retirement assets. It is important to know what information you need to distribute the asset.

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    April 17, 2018

    10 Steps to Speed Up the California Probate Administration Process:

    By Scott GrossmanProbate, Trust, Will

    The personal representative of a California estate can take steps to speed up the administration process. View 10 such steps that make probate more efficient.

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    April 12, 2018

    How To Distribute The Probate Estate

    By Scott GrossmanProbate, Will

    Ready to distribute the assets of a San Diego probate, but the beneficiary has now passed away? Understand what to do when making a distribution to an estate.

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    April 12, 2018

    Who Decides Who Serves as Successor Trustee?

    By Scott GrossmanTrust

    When a trust is written, the settlor, or person creating the trust, chooses someone to serve as successor trustee.  Often the settlor chooses several people who are named in order.

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    April 10, 2018

    What is the difference between a California executor, administrator, and trustee?

    By Scott GrossmanWill

    For those who have never been involved in handling the affairs of a friend or loved one, the concept of what is involved in this process can be overwhelming. Often, individuals are not certain what it means to be appointed an executor, administrator, or trustee.

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    April 10, 2018
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