Suspect trustee theft? Learn what evidence California courts require and how beneficiaries can prove misappropriation and protect trust assets.
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How often must a California trustee review trust assets? Learn what the law requires, warning signs of neglect, and what beneficiaries can do.
How do you demonstrate that the trustee of a trust is mentally incompetent? A CA probate court attorney offers four important steps to take here.
Do beneficiaries have the right to see a California trust? In most cases, yes—once the trust becomes irrevocable, trustees must provide a…
Administering an estate with retirement assets has many potential pitfalls. Click here to learn the differences between Conduit and Accumulation Trusts.
Table of Contents Key Takeaways What Does “Adverse Trust” Mean Under California Law? Trustee Duty Not...
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Does an unpaid trustee have a lower standard of care under California law? Learn how trustee compensation affects fiduciary duties
Table of Contents Key Takeaways What the Duty of Loyalty Means Under California Law How Trustees...
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Trustees must share certain information with the beneficiaries of a trust during a trust administration. This is a fundamental right of a beneficiary.
Should my Trustee be diversifying Trust assets? The answer depends in most cases, but typically, yes.