Trust | Trust Litigation | Trustee Duties |
De Facto Trust: Claiming to be a Trustee
Whether or not a person rightfully took trustee’s fees from a California trust depends on the terms of the trust instrument and whether or not the person was a named trustee in the document, a de facto trustee, or a trustee de son tort.
Trust | Trust Litigation | Trustee Duties |
Trust litigation can’t be won because your parent did something dumb
This article explains the difficulty of winning a trust litigation case when the testator made a foolish mistake before passing away. If you need help, contact us today.
Trust Litigation | Trustee Duties |
Six Documents Needed for Identifying Trust Assets
As the trustee of a trust, it is your responsibility to identify the trust’s assets. To do so, you should have certain types of documentations on hand.
Trust | Trustee Duties | Will |
How to know if parents had a Will or Trust when they died
If you are unsure of whether or not your parents had a will or trust when they died, know what steps you can take to find out. Probate may be necessary.
Trustee’s Duty – What is the Prudent Investor Rule?
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.