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    Waiver of Account

    Should You Sign a Waiver of Account in California Probate?

    By Scott GrossmanProbate

    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.

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    April 1, 2026
    sue trustee California

    Can I Sue My Trustee Without Losing My Inheritance?

    By Scott GrossmanTrust

    Probate attorney Scott Grossman explains what a no-contest clause really means and the difference in challenging a trust and challenging a trustee.

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    March 18, 2026
    trustee special skills

    Trustee Duties: Is My Trustee Required to Use Their Special Skills?

    By Scott GrossmanTrust, Trust Litigation, Trustee Duties

    Are CA trustees required to use professional skills? Learn when failing to do so may breach fiduciary duties and what beneficiaries can do…

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    January 22, 2026
    trustee Standard of care

    Trustee Duties: How Often Should My Trustee Be Reviewing the Trust’s Assets?

    By Scott GrossmanTrust, Trust Litigation, Trustee Duties

    How often must a California trustee review trust assets? Learn what the law requires, warning signs of neglect, and what beneficiaries can do.

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    January 8, 2026
    Paper being signed

    Trustee Duties: Can my Trustee undertake an adverse Trust?

    By Scott GrossmanTrust, Trust Litigation
    Table of Contents Key Takeaways What Does “Adverse Trust” Mean Under California Law? Trustee Duty Not...
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    December 22, 2025
    trustee Standard of care

    Trustee Duties: Does my Trustee working for free affect their Standard of care?

    By Scott GrossmanTrust, Trust Litigation, Trustee Duties

    Does an unpaid trustee have a lower standard of care under California law? Learn how trustee compensation affects fiduciary duties

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    December 16, 2025
    Trustee Duties: Duties of Loyalty

    Trustee Duties: Duties of Loyalty

    By Scott GrossmanTrust, Trust Litigation, Trustee Duties
    Table of Contents Key Takeaways What the Duty of Loyalty Means Under California Law How Trustees...
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    December 12, 2025
    Should my Trustee be diversifying Trust assets?

    Trustee Duties: Should My Trustee Be Diversifying Trust Assets?

    By Scott GrossmanTrust, Trust Litigation, Trustee Duties

    Should my Trustee be diversifying Trust assets? The answer depends in most cases, but typically, yes.

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    December 10, 2025
    Why is it important to manage a trust property productively?

    Trustee Duties: Why is it important to manage a trust property productively?

    By Scott GrossmanTrust, Trust Litigation, Trustee Duties

    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.

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    December 2, 2025
    Duty To Administer Trust

    Trustee’s Duty to Administer Trust According to Its Terms

    By Scott GrossmanTrust, Trust Litigation, Trustee Duties

    If a trust is being administered in California, then the trustee has a duty to administer the trust according to the terms of the trust. 

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    November 21, 2025
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