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Understanding the Trustee’s Duties: Enforcing, Defending, or Compromising Claims in California

Posted on January 11, 2024

Pitfalls Trustees Should Watch Out For When Transferring Trust Property Out of a Trust

Posted on December 12, 2023

How Does a Beneficiary Violate a No Contest Clause Included in a Trust?

Posted on December 5, 2023

When Does a California Trustee Have to Provide Formal Notice Under Probate Code Section 16061.7?

Posted on November 28, 2023

Avoiding Common Pitfalls: Top 10 Mistakes Made by California Trustees During Trust Administration

Posted on November 21, 2023

Financial Elder Abuse in Trust Cases: Protecting Vulnerable Seniors from Financial Exploitation

Posted on November 6, 2023

Defending a Trustee Against Removal and Surcharge Action: Strategies and Considerations

Posted on October 30, 2023

Counseling Trustees With Accounting Duties

Posted on October 23, 2023

Understanding 850 Petition for Return of Trust Property

Posted on October 16, 2023

The Role of the Trustee: Responsibilities and Duties in California

Posted on October 9, 2023

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