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Trustee Duties

Who Can Be the Trustee of an Irrevocable Trust?

By: Scott Grossman
March 7th, 2024

Trustee selection Choosing a trustee is one of the most important decisions you need to make when setting up an irrevocable trust. The trustee plays…

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Trust | Trust Litigation | Trustee Duties |

Breach of Fiduciary Duty

By: Scott Grossman
January 8th, 2024

Understanding breach of fiduciary duty and its common examples can help you navigate financial relationships and protect your interests. In this article, we will explore…

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Trust | Trust Litigation | Trustee Duties |

What Assets Should Not Be In a Trust? 

By: Scott Grossman
January 8th, 2024

California Trust Exclusions When it comes to estate planning, one option that individuals often consider is creating a trust. A trust offers numerous benefits, such…

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Can a Trustee be a Beneficiary in California?

By: Scott Grossman
November 16th, 2023

Impact of trustee-beneficiary relationship on trust administration When it comes to trust administration, the relationship between a trustee and a beneficiary plays a crucial role…

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How to Transfer Trust Property 

By: Scott Grossman
November 15th, 2023

When transferring property to a trust in California, the trustee has several vital responsibilities and actions to consider: Designate a Successor Trustee: When establishing a…

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