As a successor trustee, your duties begin if the current trustee is mentally incompetent. It is important to act quickly to protect the trust assets.
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Under certain circumstances, an attorney can serve as both the legal advisor and trustee of a California trust. However, the attorney must enter into both roles with a great deal of caution. If the attorney does not act fairly or follow the California trustee rules relating to compensation, he or she could be subject to litigation brought by a beneficiary.
What Do I Do If My California Trustee Won’t Give Me A Copy of the Trust? The Grossman Law Firm can help you find out your next move!
Table of Contents Key Takeaways Should a Trustee Treat Beneficiaries Equally? Why California Law Requires Impartiality...
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An important duty of a trustee is to identify the trust assets. Doing so is not always as easy as it may seem at first.
Can a Trustee Sell Trust Property Without Beneficiaries' Approval? Table of Contents Key Takeaways Can a...
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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.
How Long Does a Trustee Have to Distribute Assets? Table of Contents Key Takeaways Understanding the…