Trust | Trust Litigation | Trustee Duties |
Accounting and Financial Reporting Requirements for California Trustees
The role of a trustee in California is a weighty responsibility. In addition to managing the trust’s assets, a trustee must ensure their actions are…
Trust | Trust Litigation | Trustee Duties |
After accounting is demanded but nothing has been produced
Probate attorney Scott Grossman explains what comes next after accounting has been demanded but nothing has been produced.
Why you need an EIN for the probate estate
Attorney Scott Grossman discusses the final steps one must make before finally ending the probate process.
Deciding between a Report on a Waiver of Account or a First and Final Account
Attorney Scott Grossman discusses the last thing step before getting an order from the court. This is a report on waiver of account or a first and final account. This allows for the executor administrator and legal representative to be paid and of course for all the beneficiaries to get what they’re supposed to from the estate.
Trustees Must Keep Accurate Trust Records During Administration
When administering a trust, you will encounter various expenses along the way. It is important to keep accurate records and receipts throughout the process.