Is breach of fiduciary duty a tort under CA law? Learn how courts treat these claims in trust and probate cases and what remedies…
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Should my Trustee be diversifying Trust assets? The answer depends in most cases, but typically, yes.
Can you contest a trust in CA? Learn the common legal grounds—lack of capacity, undue influence, fraud, mistake, and duress—and what beneficiaries must prove to challenge a trust.
What does it mean for a trustee to manage trust property productively in California? Learn what the law requires and what beneficiaries can do if duties are breached.
When a trustee won’t distribute your inheritance to you, you may decide to file a petition with the probate court to compel a distribution.
Table of Contents Key Takeaways What California Law Requires from Trustees The Trustee’s Fiduciary Duty When…
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 the Trustee’s Duty Common Ways Trustees Violate the Trust Legal…
Table of Contents Key Takeaways Should a Trustee Treat Beneficiaries Equally? Why California Law Requires Impartiality...
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Key Takeaways Trustees of irrevocable trusts in California must follow strict fiduciary duties. The trustee must...
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