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What are the duties of a trustee in California? California Probate Code outlines Trustee Duties quite clearly. And now, we’re going to make it even clearer. First off, let’s define some popular terms:   What is a trust? A trust, or living trust, is a document designed to help families avoid legal process, probate, after […]

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Contesting a will is more common than heirs, beneficiaries and executors may think. We tell our clients every day: Disputing a loved one’s will or trust does not make you a bad person. All too often wills resulted from interference from a loved one or an interloper. We work with heirs, beneficiaries, administrators, executors, and […]

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Any relationship between two parties in a transaction where at least one of the parties is required to act in good faith and for the benefit of the other party is said to be a fiduciary relationship. One of the most common examples of this is that a lawyer retained by a client, the attorney […]

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One of the easiest and most important things you can do to protect your financial affairs is to arrange for another person to manage your finances if you become incapacitated for any reason. Although many people overlook this important step, if you don’t set up a financial power of attorney, your assets could be thrown […]

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What does an executor of a will do? Being named the executor of a will brings with it a wide variety of important duties that must be carried out to meet the wishes of the decedent. If you have been named as an executor, here are several of the functions you may need to undertake: […]

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If you are the beneficiary named in a will or a trust in California, you have several rights and responsibilities you should consider as you move through the process of settling an estate: Know your rights for your particular situation. Not all wills and trusts are the same. And not all beneficiaries are entitled to […]

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Over the course of the past several years, many laws have been enacted to deal with the ongoing problem of workplace discrimination. In broadest terms, these laws prohibit an employer from discriminating against an employee on almost any grounds except as it relates to job performance or personality. The best known of these laws is […]

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When an employee suspects that their employer is acting illegally in a way that could compromise the health and safety of others, they can report these actions as part of a whistleblower complaint. Whistleblowers may also file complaints about financial irregularities when they believe corporate or publicly traded company fraud exists. Depending on the nature […]

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In California, you are considered an “at will” employee, meaning that you can be terminated for any reason at all, or for that matter, no reason at all. However, you still have certain protections against wrongful termination. Unlawful actions center around terminations that violate public policy. What exactly are those public policy issues? You cannot […]

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Although stockbrokers and brokerage firms legally have an obligation to act in the best interests of their clients, unfortunately, that does not always happen. In a high-stakes financial situation, you could find yourself the victim of misconduct by your financial representative for any number of reasons, including: Churning Misappropriation Unauthorized trading Failure to diversify Misrepresentations […]

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