Scott Grossman
By In Trust

The Stages of California Trust Litigation

Understand the stages of California trust litigation, from filing a petition to trial and appeal. Learn what to expect and…
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Can a Trustee be a Beneficiary
Can a Trustee be a Beneficiary in California?

Can a Trustee be a Beneficiary in California?

Can a trustee also be a beneficiary in California? Learn the legal risks, fiduciary duties, and what happens if conflicts…
February 11, 2026 Read More
appeal
Appealing a Trust or Estate Dispute in California

Appealing a Trust or Estate Dispute in California

Learn when and how to appeal a trust or estate dispute in CA. Understand appealable orders, strict filing deadlines, and…
February 9, 2026 Read More
San Diego probate mediation
San Diego Probate Mediation: 8 Key Facts You Should Know

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…
February 6, 2026 Read More
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
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