Scott Grossman
By In Probate

San Diego Probate Mediation: 8 Key Facts You Should Know

Mediation can be a useful tool during a litigation matter. View here for eight facts about mediation from a San…
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fiduciary duties executors trustees California
Fiduciary Duties of Executors and Trustees in California

Fiduciary Duties of Executors and Trustees in California

Executors and trustees in California owe strict fiduciary duties. Learn what those duties are and how breaches lead to court…
February 5, 2026 Read More
Court Involvement in California Trust Administration

Court Involvement in California Trust Administration

California courts usually avoid supervising trusts. Learn when court involvement becomes necessary during trust administration.
February 4, 2026 Read More
trustee record keeping
Trustee Record Keeping Requirements in CA Trust Administration

Trustee Record Keeping Requirements in CA Trust Administration

California trustees must keep accurate trust records and receipts. Learn why proper recordkeeping matters and how poor records lead to…
February 3, 2026 Read More
Fiduciary Surcharge in California
Fiduciary Surcharge Against a Trustee in California

Fiduciary Surcharge Against a Trustee in California

A trustee can be forced to pay money to remedy a breach if a judge orders a fiduciary surcharge. View…
January 30, 2026 Read More
trustee authority
What Power Does a Trustee Have in California?

What Power Does a Trustee Have in California?

What power does a trustee have under CA law? Learn where trustee authority comes from, its legal limits, and what…
January 29, 2026 Read More
Trustee in California
Trustee Duties in California: What Trustees Must Do Under the Law

Trustee Duties in California: What Trustees Must Do Under the Law

A trustee in California has a strict fiduciary duty under the Probate Code. Learn what trustees must do, beneficiary rights,…
January 28, 2026 Read More
Trust Contest
What Form Do I File to Contest a Trust in California?

What Form Do I File to Contest a Trust in California?

CA does not provide a court form to contest a trust. Learn how trust contests are filed by petition and…
January 26, 2026 Read More
trustee special skills
Trustee Duties: Is My Trustee Required to Use Their Special Skills?

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

Are CA trustees required to use professional skills? Learn when failing to do so may breach fiduciary duties and what…
January 22, 2026 Read More
Self-Dealing trustee
Trustee Self-Dealing and Breach of Fiduciary Duty in California

Trustee Self-Dealing and Breach of Fiduciary Duty in California

Is your trustee benefiting from the trust? Learn what self-dealing means under California law and how beneficiaries can hold trustees…
January 21, 2026 Read More
trustee beneficiary relationship
Trustee Beneficiary Relationship may Extend Statute of Limitations

Trustee Beneficiary Relationship may Extend Statute of Limitations

Did you wait too long to act against a trustee? Learn how the trustee–beneficiary relationship can affect the statute of…
January 21, 2026 Read More

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