Skip to main content

Beneficiary

A beneficiary is a person, business, institution, trustee, or an estate that receives benefits under a will.

Is it possible for an Attorney to Serve as a Trustee while also Providing the Trust with Legal Services?

By Trust Litigation, Trustee Duties

Under certain circumstances, an attorney can serve as both the legal advisor and trustee of a California trust. However, the attorney must enter into both roles with a great deal of caution. If the attorney does not act fairly or follow the California trustee rules relating to compensation, he or she could be subject to litigation brought by a beneficiary.

Read More