Latest Articles
Filter By Practice
Trustee succession is the process by which a new trustee takes over the role of managing a trust. Trustee succession may occur when a trustee
In the state of California, trustees have a duty to keep the beneficiaries of the trust reasonably informed about the trust and how it is
Technically, a trustee can face criminal charges for embezzlement or criminal misappropriation of property if they steal money from a trust. However, crimes stemming from
A conflict of interest for a trustee occurs when the trustee’s personal interests potentially conflict with their responsibilities to the trust beneficiaries. What qualifies as
The short answer is yes, a trustee can also be a trust beneficiary. One of the most common types of trust is the revocable living
Estate contests and disputes can be intimidating for anyone, even a professional trustee. In this guide, we’ve answered some of the questions we’re commonly asked
Appointment of a successor trustee refers to the process of having a new trustee take over management of a trust. Most trusts are managed by
Corporate trustee duties are complex and highly scrutinized. Why? When a trust is particularly large or contains a complex mixture of assets and investments, real
Removing a successor trustee is possible, and generally requires filing a petition for removal, while working with a trust litigation attorney. For trust litigators, a
Most Popular Articles
Upon losing her husband, the determination of what the surviving wife will inherit will be based on a combination of state law, the husband’s last
The death of a spouse is one of life’s most emotionally challenging events, and that sudden change can also create financial uncertainty. While many people
As is often the case when it comes to the law, the answer to this question is “it depends.” If you have transferred your assets