Author: Stephanie K. Delaney

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reviewing trustee fees doc

California Successor Trustee Checklist

Updated on: 06/05/2025

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

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

attorney discussing trustee duties with client

Tax Implications in High-Value Probate & Trust Litigation

Updated on: 06/04/2025

Executive summary Tax implications in high-value probate If you are an interested party in a high-value estate, then it’s important that you understand the [...]

Executive summary Tax implications in high-value probate If you are an interested party in a high-value estate, then it’s important that you understand the […]

Photo of discussing a will

Understanding the Probate Process: A Step-by-Step Guide for High-Net-Worth Individuals

Updated on: 06/04/2025

Executive summary  Introduction  Probate is the process of managing, administrating, and distributing the assets of an estate, either with or without a will. It [...]

Executive summary  Introduction  Probate is the process of managing, administrating, and distributing the assets of an estate, either with or without a will. It […]