California trustees must keep accurate trust records and receipts. Learn why proper recordkeeping matters and how poor records lead to disputes.
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CA does not provide a court form to contest a trust. Learn how trust contests are filed by petition and what probate courts require…
Are CA trustees required to use professional skills? Learn when failing to do so may breach fiduciary duties and what beneficiaries can do…
Is your trustee benefiting from the trust? Learn what self-dealing means under California law and how beneficiaries can hold trustees accountable.
Did you wait too long to act against a trustee? Learn how the trustee–beneficiary relationship can affect the statute of limitations under California law.
Suspect trustee theft? Learn what evidence California courts require and how beneficiaries can prove misappropriation and protect trust assets.
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.