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Trust | Trust Litigation | Trustee Duties |

Accounting and Financial Reporting Requirements for California Trustees

By: Scott Grossman
September 25th, 2024

The role of a trustee in California is a weighty responsibility. In addition to managing the trust’s assets, a trustee must ensure their actions are…

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Trust | Trust Litigation | Trustee Duties |

What is an example of a Fiduciary Obligation?

By: Scott Grossman
July 26th, 2024

Navigating the legal responsibilities that arise after the loss of a loved one can be a daunting and emotionally taxing experience. One of the critical…

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Trustee Duties

What Happens If a Trustee Does Not Follow the Trust?

By: Scott Grossman
June 24th, 2024

Losing a loved one is a profoundly emotional experience, often accompanied by a host of legal and financial matters that need to be addressed. One…

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Trust | Trust Litigation | Trustee Duties |

Understanding OLDCAR: A Guide to Fiduciary Duty

By: Scott Grossman
June 17th, 2024

In trust and probate law, fiduciary duty is a fundamental concept. It represents the highest standard of care and involves acting in the best interests…

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Trust | Trust Litigation | Trustee Duties |

What is Trustee Misconduct?

By: Scott Grossman
May 20th, 2024

Trusts are powerful tools used to manage and protect assets, often ensuring that wealth is passed on according to the wishes of the trust’s creator (the settlor)….

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