Learn what a successor trustee does in California, when their authority begins, their fiduciary duties, and what beneficiaries can do if…
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Attorney Scott Grossman discusses the last thing step before getting an order from the court. This is a report on waiver of account or a first and final account. This allows for the executor administrator and legal representative to be paid and of course for all the beneficiaries to get what they’re supposed to from the estate.
Probate attorney Scott Grossman explains what a no-contest clause really means and the difference in challenging a trust and challenging a trustee.
Are CA trustees required to use professional skills? Learn when failing to do so may breach fiduciary duties and what beneficiaries can do…
How often must a California trustee review trust assets? Learn what the law requires, warning signs of neglect, and what beneficiaries can do.
Table of Contents Key Takeaways What Does “Adverse Trust” Mean Under California Law? Trustee Duty Not...
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Does an unpaid trustee have a lower standard of care under California law? Learn how trustee compensation affects fiduciary duties
Table of Contents Key Takeaways What the Duty of Loyalty Means Under California Law How Trustees...
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Should my Trustee be diversifying Trust assets? The answer depends in most cases, but typically, yes.
What does it mean for a trustee to manage trust property productively in California? Learn what the law requires and what beneficiaries can do if duties are breached.