What to Do if a Trustee Is Misappropriating From a Trust? Gathering evidence is vital if you suspect your trustee is misusing their power.
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How often must a California trustee review trust assets? Learn what the law requires, warning signs of neglect, and what beneficiaries can do.
How do you demonstrate that the trustee of a trust is mentally incompetent? A CA probate court attorney offers four important steps to take here.
How Serious Is a Breach of Fiduciary Duty? A breach of fiduciary duty can lead to serious legal and financial consequences.
Do beneficiaries have the right to see a California trust? In most cases, yes—once the trust becomes irrevocable, trustees must provide a…
Administering an estate with retirement assets has many potential pitfalls. Click here to learn the differences between Conduit and Accumulation Trusts.
Can You Sue a Trustee for Negligence in California? Yes, trustees have a fiduciary duty to manage the trust prudently and act…
Table of Contents Key Takeaways What Does “Adverse Trust” Mean Under California Law? Trustee Duty Not...
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What’s the difference between trust modification and trust reformation in CA? Learn how each works, when court approval is required…
Does an unpaid trustee have a lower standard of care under California law? Learn how trustee compensation affects fiduciary duties