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.
Table of Contents Key Takeaways What Is a Trustee in California? Core Fiduciary Duties of a…
Beneficiaries can be disqualified from receiving an inheritance under California law. View here for more from a probate attorney in San Diego.
Table of Contents Key Takeaways Trust Income Taxation Trust Tax Planning Strategies Tax Benefits of Using…
Table of Contents Key Takeaways How Property Passes at Death in California Why a Will Does…
Table of Contents Key Takeaways Understanding Co-Trustees’ Duties in California How Co-Trustees Should Work Together Preventing…
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.
In some cases, multiple trustees are appointed to handle a trust’s administration. Co-trustees must understand their responsibilities when filling this role.