Most Recent Posts from 2023

  • Pitfalls Trustees Should Watch Out For When Transferring Trust Property Out of a Trust
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  • How Does a Beneficiary Violate a No Contest Clause Included in a Trust?
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  • When Does a California Trustee Have to Provide Formal Notice Under Probate Code Section 16061.7?
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  • Avoiding Common Pitfalls: Top 10 Mistakes Made by California Trustees During Trust Administration
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  • Financial Elder Abuse in Trust Cases: Protecting Vulnerable Seniors from Financial Exploitation
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  • Defending a Trustee Against Removal and Surcharge Action: Strategies and Considerations
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  • Counseling Trustees With Accounting Duties
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  • Understanding 850 Petition for Return of Trust Property
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  • The Role of the Trustee: Responsibilities and Duties in California
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