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Common Executor Mistakes

Updated on: 06/23/2025

Key Takeaways  Introduction During the probate administration process, an executor plays a crucial role and has significant responsibility, including marshaling and inventorying all assets, [...]

Key Takeaways  Introduction During the probate administration process, an executor plays a crucial role and has significant responsibility, including marshaling and inventorying all assets, […]

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 […]

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

Updated on: 06/24/2025

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 [...]

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

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 […]

consultation with pretermitted children

Co-Trustee Problems: Common Disputes and Resolutions

Updated on: 06/04/2025

Key Takeaways What Are Co-Trustees Co-trusteeship refers to the appointment of multiple trustees to manage and administer a trust, which is a legal arrangement [...]

Key Takeaways What Are Co-Trustees Co-trusteeship refers to the appointment of multiple trustees to manage and administer a trust, which is a legal arrangement […]

What Constitutes a Breach of Fiduciary Duty?

Updated on: 06/23/2025

Key Takeaways Introduction When a professional serves in a fiduciary role they have a responsibility to do the best possible job for the client [...]

Key Takeaways Introduction When a professional serves in a fiduciary role they have a responsibility to do the best possible job for the client […]

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