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.
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Errors documenting estate expenses in an executor’s accounting are fairly common. Following certain rules will help avoid these mistakes.
Probate attorney Scott Grossman explains what comes next after accounting has been demanded but nothing has been produced.
When a trustee prepares a trust accounting, beneficiaries can contest the information contained. If the trustee reacts unreasonably, he may face penalties.
When petitioning the court for an oversight of a trust, you need to include certain information in your petition. Learn more here.
If the trustee of a family member’s trust won’t give you any information, send a written request to them. The trustee is obligated to provide each beneficiary with information.
An inventory & appraisal is mandatory and must be put together correctly and filed in every California probate.
My trustee won’t give me my inheritance. How can I get them to make a distribution to me? A trust litigation attorney explains how to best handle this situation.
What are your rights surrounding the accounting during the probate process? View here for more from a San Diego probate court litigation attorney
When does the probate court get involved with the administration of a California trust? View this page for more from a San Diego trust litigation attorney.