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    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

    What Makes a Handwritten Will Valid in California?

    By Scott GrossmanProbate, Will

    The way a will is written and signed determines if the California law considers it valid or not, but changes can be made.

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    August 12, 2025
    A piece of paper being handed off

    Does a Will Override a Trust?

    By Scott GrossmanProbate Litigation, Trust, Trust Litigation, Trustee Duties, Will

    Table of Contents Key Takeaways How Property Passes at Death in California Why a Will Does…

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    August 11, 2025

    Co-Trustees’ Duties

    By Scott GrossmanTrust, Trust Litigation

    Table of Contents Key Takeaways Understanding Co-Trustees’ Duties in California How Co-Trustees Should Work Together Preventing…

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    August 8, 2025
    Irrevocable Trust Beneficiary Rights

    Irrevocable Trust Beneficiary Rights in California

    By Scott GrossmanTrust, Trust Litigation
    Table of Contents Key Takeaways When Do Irrevocable Trust Beneficiary Rights Begin? Key Rights for Beneficiaries...
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    August 6, 2025

    Trustee Duties: When a Trustee has a Conflict of Interest

    By Scott GrossmanTrust, Trust Litigation, Trustee Duties
    Table of Contents Key Takeaways                       ...
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    August 5, 2025

    Why 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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    July 23, 2025

    Trustee Duties: Should My Trustee Protect and Preserve Trust Property?

    By Scott GrossmanTrust, Trust Litigation, Trustee Duties

    If you haven’t gotten a copy of the trust, there might be other problems in getting…

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    July 21, 2025

    Filing an Ex Parte Petition & Order for Discharge

    By Scott GrossmanProbate

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

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    July 18, 2025
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