What most people in California mean by “death taxes” are the federal estate taxes and state inheritance taxes. Click here to learn more and whether or not we have to pay death taxes in California.
Are you a beneficiary, and are you unaware of your Trustee’s duties, and whether or not, as a Trustee, they are entitled to account? Further,…
Are you a trust beneficiary who believes the trustee is benefiting themselves using another trust? Can my Trustee undertake an adverse trust? You might be…
Have you ever wondered if your Trustee has to treat all Beneficiaries similarly? Can Trustees treat Beneficiaries unequally? Are you unsure if it is suitable…
Are you concerned about how your Trustee has managed your Trust assets? Do you believe your Trustee never had an investment plan or failed to…
Let’s discuss how the Trustee’s pay can affect the Trustee’s Standard of care. Is your Trustee asserting they can do low-quality work because they do…
