During the administration of an estate in California, assets may be divided between a trust and the decedent’s probate estate. Assets held in the trust will be overseen by the trustee appointed in that document.
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Table of Contents Key Takeaways Executor Duties in California? Understanding the Executor’s Role Why Reading the…
Five Differences Between an Executor vs. a Trustee in California. These two titles mean very different things and knowing the difference can help a lot!
Attorney Scott Grossman discusses the final steps one must make before finally ending the probate process.
Opening up a probate administration can occur in a variety of ways. View here for an overview by a Riverside estate attorney.
What Do I Do If My California Trustee Won’t Give Me A Copy of the Trust? The Grossman Law Firm can help you find out your next move!
In some cases, multiple trustees are appointed to handle a trust’s administration. Co-trustees must understand their responsibilities when filling this role.
An important duty of a trustee is to identify the trust assets. Doing so is not always as easy as it may seem at first.
Hiring a CPA to assist you with tax matters while administering a trust or estate is a wise decision. Learn more about how a CPA can help you here.
Within the pleading stage, the petitioner states that the causes of action laid out in the petition are supported by facts. The petition or complaint is concluded with a “prayer.” Learn the seven examples of prayers in a petition.