Table of Contents Key Takeaways What California Law Requires from Trustees The Trustee’s Fiduciary Duty When…
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When a beneficiary objects to a trust accounting, the objection must be in good faith. If not, the beneficiary may face financial penalties.
Under California probate law, the executor of the decedent’s estate has a fiduciary duty requiring him or her to act with integrity, disclose all information to the beneficiaries, act in fairness and with diligence, manage the estate with caution, and deal with all beneficiaries equally.
Are you questioning the probate accounting that was prepared by the executor or administrator? View here for more from a San Diego probate court attorney.
Attorney Scott Grossman discusses the final steps one must make before finally ending the probate process.
California probate accountings require the inclusion of various schedules. View here for more from a Riverside probate attorney.
Hiring a CPA to assist you with tax matters while administering a trust or estate is a wise decision. Learn more about how a CPA can help you here.
If there are disputes over the amount of time it is taking for the Orange County probate, the court may be involved. Our team discusses six possible outcomes.
Errors documenting estate expenses in an executor’s accounting are fairly common. Following certain rules will help avoid these mistakes.
Attorney Scott Grossman discusses the final steps one must make before finally ending the probate process.