Category: Trust Administration

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Community Property Trusts in California: What You Need to Know

Key Takeaways Introduction In a community property state like California, community property trusts can be a beneficial estate planning tool for married couples. These [...]

Key Takeaways Introduction In a community property state like California, community property trusts can be a beneficial estate planning tool for married couples. These […]

What Happens to a Revocable Trust When the Grantor Dies?

Executive Summary Introduction A trust is a fiduciary arrangement where the title of assets are placed under the control of a third party known [...]

Executive Summary Introduction A trust is a fiduciary arrangement where the title of assets are placed under the control of a third party known […]

elderly couple reviewing documents

Affidavit of Successor Trustee California: What to Know

Updated on: 06/05/2025

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

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

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 […]

reviewing trust distribution documents

How to Compel a Trustee to Do Their Job

Updated on: 06/04/2025

When dealing with a trustee who won’t do their job, compelling them via court order has been the traditional route for recourse. But even [...]

When dealing with a trustee who won’t do their job, compelling them via court order has been the traditional route for recourse. But even […]

Family Business Inherited

Can You Inherit a Family Business?

Updated on: 11/18/2024

It is possible to inherit a family business. In fact, family businesses are often passed down from generation to generation through a will, a [...]

It is possible to inherit a family business. In fact, family businesses are often passed down from generation to generation through a will, a […]

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