Does a Beneficiary Have a Right to See Financial Statements?
As a beneficiary, it can feel like trustees wield all the power, but know that probate law is on your … Read More
As a beneficiary, it can feel like trustees wield all the power, but know that probate law is on your … Read More
A trustee must perform a balancing act when administering the trust. Their obligations include managing trust assets, acting in the … Read More
If you married someone who passed away before they could write you into their will or trust, it is important … Read More
When someone is appointed trustee of a trust, they have considerable power over the assets and property it holds. This … Read More
A trustee is responsible for preserving the integrity of a trust by fulfilling the wishes of the person who created … Read More
Breaking news: According to a 2021 California Court of Appeal ruling known as Breslin v. Breslin, the court can order … Read More
As a trustee, you are the captain of the ship and responsible for following the trust terms like a map, … Read More
Trustees wield considerable power over a trust, its beneficiaries, and the legacy of the person who created it. The fiduciary … Read More
Can a trustee be held personally liable in California? Under California trust law, trustees can be held personally liable. But … Read More
Replacing a trustee is, effectively, a transition of power, and can be daunting. In California, whether the trustee willfully resigns … Read More