Should I Serve as the Executor? Has your loved one died in California with a…
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Administering a trust that is the beneficiary of an IRA is not easy. Make sure you understand your role and get help if you need it.
Probate attorney Scott Grossman explains what a no-contest clause really means and the difference in challenging a trust and challenging a trustee.
In situations where co-trustees of a trust are unable to get along during the trust administration process, the San Diego probate court can intervene and remove one or both of the trustees. Contact our office today for a free consultation.
Attorney Scott Grossman discusses the two local rules in San Diego that affect two different types of petitions that can be filed in the probate court.
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.
If a trust dictates the amount of trustee compensation, that amount generally is what is used. In some cases, you may be entitled to more, however.
No, not unless the second wife adopted you as one of her children. This is a really common and, speaking frankly, dumb mistake.
If a trustee has mismanaged assets or property, which caused a significant loss of value, the first thing you want to do is determine how the estate was mismanaged.
Failing to file the required tax returns may constitute a California breach of trust under state law. Trustees typically have a duty to file tax returns and pay any taxes that are due.