Author: Scott Rahn

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How to Handle a Trustee Not Acting in Beneficiaries’ Best Interest

Executive Summary Learning How to Address a Trustee Not Acting in a Beneficiary’s Best Interest A trustee not acting in the beneficiaries’ best interest [...]

elderly couple reviewing documents

Affidavit of Successor Trustee California: What to Know

Key Takeaways Introduction  A successor trustee is an individual who takes over the administration of an estate from the originally identified trustee after they [...]

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 [...]

woman looking at computer

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 [...]

Man writing a will

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. [...]