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Trust | Trust Litigation | Trustee Duties |

Understanding the Duty of Disclosure and Transparency

By: Scott Grossman
February 11th, 2025

Losing a loved one is undoubtedly one of life’s most challenging moments. While grieving, many individuals face the often daunting task of handling their loved…

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Trust | Trust Litigation | Trustee Duties |

How Serious Is a Breach of Fiduciary Duty? A Guide for Families in Southern California

By: Scott Grossman
January 17th, 2025

Losing a loved one is one of life’s most challenging and emotional experiences. The grieving process is often filled with sorrow, confusion, and uncertainty. During…

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Trust | Trustee Duties |

Navigating Trust Fraud Claims

By: Scott Grossman
January 7th, 2025

When dealing with loved ones passing, it is best to prioritize yourself and your family. Grieving is hard; worrying about your inheritance shouldn’t be a…

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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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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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