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Co-Trustee Problems: Common Disputes and Resolutions

Key Takeaways What Are Co-Trustees Co-trusteeship refers to the appointment of multiple trustees to manage and administer a trust, which is a legal arrangement [...]

What Constitutes a Breach of Fiduciary Duty?

Key Takeaways Introduction When a professional serves in a fiduciary role they have a responsibility to do the best possible job for the client [...]

What Questions To Ask a Probate Attorney

Key Takeaways  Introduction A probate attorney is a valuable resource during the probate and estate administration process. Depending on your needs, they can support [...]

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How Long Do You Have To Contest a Will or Trust in California?

Key Takeaways Introduction If you are planning on contesting a will or trust in California, there are specific deadlines you must follow for your [...]

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Strategies for Minimizing Probate Costs in High-Value Estates

Executive summary Introduction  Probate can be a helpful process for distributing the estate assets of a deceased individual to the rightful heirs and beneficiaries. [...]

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California Successor Trustee Checklist

Key Takeaways  Introduction A successor trustee is the individual first in line to take over the administration of a trust when the initial trustee [...]

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