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    Prudent Investor Rule

    Trustee’s Duty: What is the Prudent Investor Rule?

    By Scott GrossmanTrust, Trust Litigation, Trustee Duties

    Under California trust law, trustees have an obligation to fulfill certain duties. In 1995, California adopted its own version of the Uniform Prudent Investor Act, imposing a prudent investor rule. Learn more here.

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    November 6, 2025
    Tips for determining the Damages for a Breach of Fiduciary Duties

    Trustee Duties: Are You Entitled to an Accounting as a Beneficiary? 

    By Scott GrossmanTrust, Trust Litigation, Trustee Duties

    Table of Contents Key Takeaways Understanding Beneficiary Rights to an Accounting When a Trustee Must Provide…

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    November 5, 2025
    cost of trust litigation

    Trust Litigation Costs in California

    By Scott GrossmanProbate, Probate Litigation, Trust Litigation

    Trust Litigation Costs in California explained by a Certified Specialist in Estate Planning, Probate and Trust Law.

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    October 31, 2025

    How to Get a Copy of a Trust

    By Scott GrossmanTrust
    If you haven’t received a copy of the trust document, other issues may be delaying your...
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    October 21, 2025
    trust document

    How to Get a Copy of a Trust

    By Scott GrossmanTrust, Trust Litigation, Trustee Duties
    If you haven’t gotten a copy of the trust document, there might be other problems in...
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    October 17, 2025
    trust assets

    Trustee Duties: Five Exceptions for Your Trustee Seeking a Release of Liability Waiver

    By Scott GrossmanTrust, Trust Litigation
    Overview of California Trust Litigation Table of Contents Key Takeaways Why a Trustee May Ask for...
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    October 10, 2025
    EIN

    Why Do You Need an Ein for the Probate Estate

    By Scott GrossmanProbate

    Attorney Scott Grossman discusses the final steps one must make before finally ending the probate process.

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    October 2, 2025
    petition

    Petition to Remove Administrator of Estate in California

    By Scott GrossmanArticles

    Estate executors can be removed if they fail to properly fulfill their duties. View this page for more information from a California estate litigation attorney.

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    September 23, 2025
    trust assets

    Trust Assets: Is my Trustee required to invest and manage? 

    By Scott GrossmanTrust, Trust Litigation, Trustee Duties
    Table Of Contents  Key Takeaways Trust Assets in California: Is My Trustee Required to Invest and...
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    September 19, 2025
    Can Trustees Treat Beneficiaries unequally?

    Trustee Duties: Can Trustees Treat Beneficiaries Unequally?

    By Scott GrossmanTrust, Trust Litigation, Trustee Duties
    Table of Contents Key Takeaways Should a Trustee Treat Beneficiaries Equally? Why California Law Requires Impartiality...
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    August 17, 2025
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