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Scott Grossman
By In Trust

Trustee Duties: Is Separating and Identifying Trust Property Necessary?

Table of Contents Key Takeaways Why This Duty Matters for California Beneficiaries What California Law Requires What Separating and Identifying…
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Five Costs a Trustee May Owe After a Surcharge

Five Costs a Trustee May Owe After a Surcharge

In order to obtain a surcharge from a dishonest or neglectful trustee, a beneficiary should consult with an attorney to…
November 17, 2025 Read More
distribute inheritance
How to Get Your Trustee to Distribute Your Inheritance

How to Get Your Trustee to Distribute Your Inheritance

When a trustee won't distribute your inheritance to you, you may decide to file a petition with the probate court…
November 14, 2025 Read More
trustee accounting
Accounting and Financial Reporting Requirements for CA Trustees

Accounting and Financial Reporting Requirements for CA Trustees

Table of Contents Key Takeaways What California Law Requires from Trustees The Trustee's Fiduciary Duty When Trustees Must Provide an…
November 14, 2025 Read More
trustee selling real estate to a beneficiary
Can a Trustee Sell Real Estate to a Beneficiary in California?

Can a Trustee Sell Real Estate to a Beneficiary in California?

Trustees of California trusts must be very careful to abide by the law and not favor any one beneficiary over…
November 13, 2025 Read More
notice to heirs in California probate
Notice to Heirs in California Probate: 5 Key Tips

Notice to Heirs in California Probate: 5 Key Tips

Are you attempting to probate the estate of a loved one and confused about the notice requirement? View here for…
November 12, 2025 Read More
Trust Contest in California
Trust Contest in California: How to Start

Trust Contest in California: How to Start

In California, trust contests begin with a petition in probate court. Be sure to include key facts and file in…
November 10, 2025 Read More
Trustee Duties: Understanding the Trustee Standard of Care

Trustee Duties: Understanding the Trustee Standard of Care

As a trustee, you must perform your duties in accordance with a certain standard. Understanding this standard is crucial to…
November 7, 2025 Read More
Temporary Trustee Suspension
Temporary Trustee Suspension Protects Assets of a CA Trust

Temporary Trustee Suspension Protects Assets of a CA Trust

A trustee can be temporarily suspended during the trial to have the trustee removed. Find out why you may want…
November 6, 2025 Read More
Prudent Investor Rule
Trustee’s Duty: What is the Prudent Investor Rule?

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

Under California trust law, trustees have an obligation to fulfill certain duties. In 1995, California adopted its own version of…
November 6, 2025 Read More
Tips for determining the Damages for a Breach of Fiduciary Duties
Trustee Duties: Are You Entitled to an Accounting as a Beneficiary? 

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

Table of Contents Key Takeaways Understanding Beneficiary Rights to an Accounting When a Trustee Must Provide an Accounting Exceptions to…
November 5, 2025 Read More

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