As a trustee, you must perform your duties in accordance with a certain standard. Understanding this standard is crucial to avoiding liability.
Read More
Under California trust law, trustees have an obligation to fulfill certain duties. In 1995, California adopted its own version of the Uniform Prudent Investor Act, imposing a prudent investor rule. Learn more here.
Table of Contents Key Takeaways Understanding Beneficiary Rights to an Accounting When a Trustee Must Provide…
Table of Contents Key Takeaways Understanding Ownership in a Revocable Living Trust Roles of the Grantor,…
If you haven’t received a copy of the trust document, other issues may be delaying your...
Read More
If you haven’t gotten a copy of the trust document, there might be other problems in...
Read More
Unfortunately, trustees do not always fulfill their obligations to the best of their abilities, and the California Probate Code provides many reasons for seeking the removal of a trustee from the San Diego probate court.
Overview of California Trust Litigation Table of Contents Key Takeaways Why a Trustee May Ask for...
Read More
Table Of Contents Key Takeaways Trust Assets in California: Is My Trustee Required to Invest and...
Read More
Table of Contents Key Takeaways Can Beneficiaries Hold a Trustee Personally Liable? Common Reasons Trustees Face…