Blog

Businessman reviewing documents on laptop

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

Businessman and team analyzing financial statement Finance task. with smart phone and laptop and tablet. Wealth management concept

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

Advisor reviewing document with senior woman

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

Accountant reviewing bills with calculator

Counseling Trustees With Accounting Duties

Posted on October 23, 2023

Trustee going over an estate they are administering

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

Attorney Advertising

Disclaimer

Sitemap

Website developed in accordance with Web Content Accessibility Guidelines 2.2.
If you encounter any issues while using this site, please contact us: 714-202-2640

Website Development by