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Can an Attorney Legally Be a Trustee and Lawyer for the Same Trust in California?

By Trust Litigation, Trustee Duties

Under certain circumstances, an attorney can serve as both the legal advisor and trustee of a California trust. However, the attorney must enter into both roles with a great deal of caution. If the attorney does not act fairly or follow the California trustee rules relating to compensation, he or she could be subject to litigation brought by a beneficiary.

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