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Trust | Trust Litigation |

Trustee Duties: Five exceptions for your Trustee seeking a release of liability waiver

By: Scott Grossman
June 4th, 2023

If you haven’t gotten a copy of the trust, there might be other problems in getting your inheritance. By the time you finish reading this…

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Trust | Trust Litigation | Trustee Duties |

What is a Trustee?

By: Scott Grossman
May 15th, 2023

A Trustee is a person or organization responsible for managing someone else’s property or money through a Trust. Firstly, a Trustee must hold, work, invest,…

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Trust | Trust Litigation | Will |

What is a Fiduciary Duty? 

By: Scott Grossman
April 3rd, 2023

With the recent decision of the California Supreme Court in the case involving the Estate of Giraldin, beneficiaries now have even greater rights against trustees.

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Probate | Trust Litigation | Trustee Duties |

Difference between the Executor and Trustee of a California estate: What are my responsibilities?

By: Scott Grossman
March 8th, 2023

During the administration of an estate in California, assets may be divided between a trust and the decedent’s probate estate. Assets held in the trust will be overseen by the trustee appointed in that document.

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Probate | Trust | Trustee Duties |

California Per Stirpes, Per Capita, Right of Representation

By: Scott Grossman
December 7th, 2022

Usually a will or trust describes the types of distribution for inheritance: “per stirpes,” “per capita by generation,” and “by right of representation.”

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