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Scott Grossman
By In Trust

Can I Sue a Family Member for Breach of Fiduciary Duty?

Table of Contents Key Takeaways When a Family Member Owes You a Fiduciary Duty What Counts as a Breach of…
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Can a Trustee Purchase Trust Property
Can a Trustee Purchase Trust Property?

Can a Trustee Purchase Trust Property?

Table of Contents Key Takeaways Can a Trustee Buy Trust Property? Why Trustee Purchases Are Usually Considered Self-Dealing When a…
November 24, 2025 Read More
Duty To Administer Trust
Trustee’s Duty to Administer Trust According to Its Terms

Trustee’s Duty to Administer Trust According to Its Terms

Table of Contents Key Takeaways Understanding the Trustee's Duty to Administer a Trust How Trustees Must Distribute Specific Gifts How…
November 21, 2025 Read More
how to transfer trust property
How to Transfer Trust Property 

How to Transfer Trust Property 

Table of Contents Key Takeaways What Trustees Must Do When Transferring Trust Property How to Properly Transfer Trust Property in…
November 20, 2025 Read More
de facto
De Facto Trust: Claiming to be a Trustee

De Facto Trust: Claiming to be a Trustee

Whether or not a person rightfully took trustee's fees from a California trust depends on the terms of the trust…
November 19, 2025 Read More
separating and identifying trust property
Trustee Duties: Is Separating and Identifying Trust Property Necessary?

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…
November 18, 2025 Read More
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

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