How Does a Beneficiary Violate a No Contest Clause Included in a Trust? Posted on December 5, 2023 How Does a Beneficiary Violate a No Contest Clause Included in a Trust? Continue reading…
When Does a California Trustee Have to Provide Formal Notice Under Probate Code Section 16061.7? Posted on November 28, 2023 When Does a California Trustee Have to Provide Formal Notice Under Probate Code Section 16061.7? Continue reading…
Avoiding Common Pitfalls: Top 10 Mistakes Made by California Trustees During Trust Administration Posted on November 21, 2023 Avoiding Common Pitfalls: Top 10 Mistakes Made by California Trustees During Trust Administration Continue reading…
Financial Elder Abuse in Trust Cases: Protecting Vulnerable Seniors from Financial Exploitation Posted on November 6, 2023 Financial Elder Abuse in Trust Cases: Protecting Vulnerable Seniors from Financial Exploitation Continue reading…
Defending a Trustee Against Removal and Surcharge Action: Strategies and Considerations Posted on October 30, 2023 Defending a Trustee Against Removal and Surcharge Action: Strategies and Considerations Continue reading…
Counseling Trustees With Accounting Duties Posted on October 23, 2023 Counseling Trustees With Accounting Duties Continue reading…
Understanding 850 Petition for Return of Trust Property Posted on October 16, 2023 Understanding 850 Petition for Return of Trust Property Continue reading…
The Role of the Trustee: Responsibilities and Duties in California Posted on October 9, 2023 The Role of the Trustee: Responsibilities and Duties in California Continue reading…
Protecting Your Real Estate Investments with an Irrevocable Trust in California Posted on September 30, 2023 Protecting Your Real Estate Investments with an Irrevocable Trust in California Continue reading…
Trust and Estate Litigation: Defending Trustees Against Breach of Fiduciary Duty Actions in California Posted on September 11, 2023 Trust and Estate Litigation: Defending Trustees Against Breach of Fiduciary Duty Actions in California Continue reading…