As part of the estate planning process, you or a loved one may have chosen to include a no-contest clause in the will or living trust.
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A Trustee is a person or organization responsible for managing someone else's property or money through...
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With the recent decision of the California Supreme Court in the case involving the Estate of Giraldin, beneficiaries now have even greater rights against trustees.
Not all of a decedent’s assets will go through the California probate process. If the deceased had no titled or significant assets to his or her name, then the probate process may not even be necessary.
Are you concerned about how your Trustee has managed your Trust assets? Do you believe your...
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Should I Serve as Administrator of the Estate? Has your loved one died in California without...
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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.
The trustee of a trust has a fiduciary duty to act in the best interests of the estate and beneficiaries. As a result, the trust cannot intentionally harm the estate or the beneficiaries. Clearly, if the trustee is stealing from the estate, he or she is breaching fiduciary duty.
First, never take “no” for an answer. If you are a trust beneficiary then your common sense tells you that you are entitled to get a copy of the trust. You are right.
If a deceased beneficiary of an estate has a spouse, he or she may not be entitled to the decedent’s inheritance. It is important to understand the laws.