If a beneficiary passes away before receiving an inheritance, there are many possibilities for what should happen next. Ask these five questions for guidance.
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Your loved one may have appointed you successor trustee of his or her trust. When the time comes to serve, consider carefully before accepting.
Unfortunately, disputes surrounding a California trust administration will lengthen the time and expense needed to wrap up the estate.
We don’t know if there is a will or a trust? How do we find out? Attorney Scott Grossman answers these questions in this very helpful video.
What is the Prudent Investor Rule, and how might it make a California trustee especially vulnerable to liability? Read more by The Grossman Law Firm.
When it comes to a California probate, filing an accounting of the estate is important to declare any assets or liabilities regarding the trust.
Blended families can make estate administration even more confusing than it already is. View here for more about the process.
Testamentary trusts are not created until your loved one dies. It is important to understand how these trusts differ from other trusts if you are a trustee.
Transfer on death deeds have been the subject of a California study. The commission in charge of the study has recommended that they be allowed in the state.
It can be necessary to have both a probate and trust administration for the same estate in California. Contact us if you are unsure about what to do.