How often must a California trustee review trust assets? Learn what the law requires, warning signs of neglect, and what beneficiaries can do.
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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.
How Serious Is a Breach of Fiduciary Duty? A breach of fiduciary duty can lead to serious legal and financial consequences.
Who is entitled to a copy of a trust? Beneficiaries and heirs are entitled to a copy of the trust, guaranteeing clarity of the trust terms.
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.
Can You Sue a Trustee for Negligence in California? Yes, trustees have a fiduciary duty to manage the trust prudently and act…
Table of Contents Key Takeaways What Does “Adverse Trust” Mean Under California Law? Trustee Duty Not...
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Is breach of fiduciary duty a tort under CA law? Learn how courts treat these claims in trust and probate cases and what remedies…
What’s the difference between trust modification and trust reformation in CA? Learn how each works, when court approval is required…