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Trustees are tasked with the trying —and often thankless— job of managing trust assets to benefit the trust’s beneficiaries. In exchange for their services, California
How do you protect yourself as a trustee? The first step is to take the time and learn more about what you are signing up
While you are not legally required to retain a lawyer to accomplish many of your fiduciary duties as trustee, working with a trust attorney is
Commingling assets is a common issue we see with our trustee clients, and it’s one that can land you in some serious hot water. While
A significant portion of your duties as a trustee consists of distributing trust assets to trust beneficiaries. When making these distributions, it’s essential that you
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Elder financial abuse by family members is more common than you may think, and California courts have been cracking down on it more and more
Sibling inheritance laws and rights are clearly defined in California, and most U.S. states, by probate code intestacy laws. If an individual dies without a
You may need to hire a conservatorship lawyer to contest a conservatorship when a conservator is abusing or exploiting their authority for personal gain. It’s