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Self-dealing Trustee. What You Should Know!

Self-dealing Trustee. What You Should Know!

Self-Dealing Trustee Self-Dealing Definition For the State of California, the Self-Dealing definition includes trustee actions that allow them to benefit with little regard for the beneficiaries. It is a criminal breach of fiduciary duty.  Probate Topics, Probate...
What is a Role of a Trustee? What You Should Know!

What is a Role of a Trustee? What You Should Know!

What Is A Role Of A Trustee?   What Is A Role Of A Trustee? Simply put, a trustee legally owns the Trust. The ultimate goal is the disbursement of funds to the beneficiaries. The trustee is responsible for fulfilling the grantor’s last wishes.  Probate...
Conflict of interest between trustee and beneficiary California

Conflict of interest between trustee and beneficiary California

Conflict of Interest Between Trustee and Beneficiary  Can a Co-Trustee Act Alone and Sign Trust Documents?  Can a co-trustee act alone? The answer to this is no unless the Trust document states otherwise. In the case where the Trust does not explicitly state, the...
Can A Trust Be Contested. What You Should Know!

Can A Trust Be Contested. What You Should Know!

Can A Trust Be Contested?  Contesting A Trust The responsibilities of being a trustee to an estate are extensive. When problems arise, it can seem overwhelming. Having a trust attorney by your side can ease the process. It is not unheard of for a trustee to have...
The Difference Between A Trustee And A Beneficiary

The Difference Between A Trustee And A Beneficiary

The Difference Between A Trustee And A Beneficiary   The Difference Between A Trustee And A Beneficiary Trust administration involves ensuring that the final wishes of a deceased person are upheld. When they are two separate people, the difference between a...
Beneficiaries Rights to Trust Information. Things to Consider!

Beneficiaries Rights to Trust Information. Things to Consider!

A Professional Law Corporation Beneficiaries Rights To Trust Information Request a Case Review Today   Call us at 949-706-7300 Contact UsATTORNEY PROFILES Hess-Verdon & Associates PLC Your Orange CountyTrust Litigation Attorneys Our Orange County trust...
California Trust Accounting Requirements. What to Know!

California Trust Accounting Requirements. What to Know!

California Trust Accounting Requirements   California Trust Accounting Requirements: What You Should Know  Whether you are a beneficiary of a California trust or appointed as a trustee, it helps understand your rights and obligations under California probate law....
California Trust Accounting Requirements. What to Know!

Having a Bank as the Trustee. What You Should Know!

An Overview of What Happens When the Bank is Appointed as Trustee   Bank is Appointed as Trustee  A trust is a valuable estate planning tool that requires a trustee’s appointment to manage the assets placed within the Trust. There are many options for...

What Are The Duties And Responsibilities Of A Trustee?

What Are The Duties And Responsibilities Of A Trustee?   What Are The Duties And Responsibilities Of A Trustee? The role of the trustee is essentially the owner of the legal Trust. In most cases, the grantor has chosen the trustee while they prepare the actual...
Intentionally Defective Grantor Trust (IDGT) | Attorneys

Intentionally Defective Grantor Trust (IDGT) | Attorneys

A Professional Law Corporation Intentionally Defective Grantor Trust (IDGT) Request a Case Review Today   Call us at 949-706-7300 Contact UsATTORNEY PROFILES IDGT Attorney Intentionally Defective Grantor Trust An Intentionally Defective Grantor Trust is a hybrid...
Proposition 19 California 2020

Proposition 19 California 2020

Proposition 19 – California 2020 Time to know how proposition 19 affects your estate planning gifting plans and family wishes! The Pros and Cons of Proposition 19 – Now that it has passed on November 3, 2020, what can you expect from the new rules for tax...
Conflict of interest between trustee and beneficiary California

What Happens if You Don’t Probate a Will in California?

What happens if you don’t do probate You probably have questions regarding “probate” and what should happen if you don’t probate the Will. What are the consequences of not probating an estate? Let’s go over what is probate, and the...

My Brother Cheated Me Out of My Inheritance! What to do!

A Professional Law Corporation Inheritance: Family Member Swindled Assets Request a Case Review Today   Call us at 949-706-7300 Contact UsATTORNEY PROFILES My sibling (brother / sister) swindled me out of my inheritance.  If your brother cheated you out of your...
Top Trustee Defense Lawyer in Orange County, California

Top Trustee Defense Lawyer in Orange County, California

Leading California Trust & Estate Litigation Law Firm with Extensive Litigation Experience   Welcome! We are Available to take your call 2nd opinion case review For a limited time, we are offering a no-obligation case review. During these trying times, when...
Top Trust Beneficiary Rights Attorney in California

Top Trust Beneficiary Rights Attorney in California

Welcome! We are Available to take your call HESS-VERDON IS THE LEADING TRUST BENEFICIARY RIGHTS ATTORNEY IN CALIFORNIA During these trying times, we know it’s vitally important for you to save time and money. Is peace of mind important to you?  Rest assured that our...