Trustee Accused of Breach of Fiduciary Duty What to do! A trustee is one of the most challenging roles under the law....
Topics on Trust and Estate Planning and Probate and Trust Litigation
Toxic siblings after their parents’ death
Toxic siblings after their parents' death Siblings are not legally entitled to inheritance unless both parents are...
Beneficiary Doesn’t Want to Sign the Release. What to do
Beneficiary doesn't want to sign the release. What do I do? Trustees benefit significantly from "release." In general,...
Breach of Trust: Fiduciary Duty – Breach of Trust
Breach of Trustee Duty A fiduciary is an entity in a position of trust and duty to another person. It could be an attorney, a trustee, or a board of directors. They have a fiduciary duty, in this case, to act in the best interest of the client, the beneficiary, or the...
Can A Trust Be Dissolved By the Trustee and Your Options
Can a trust be dissolved by the trustee During trust administration in California, a trustee may need to terminate the trust. To do so, adherence to California's probate and trust laws is crucial. Additionally, tax considerations play a vital role in the dissolution...
Top Corporate Trustee Defense Lawyer in Orange County, California
Top Trustee Defense Lawyer in Orange County, California A Trustee Defense Lawyer specializes in representing trustees against legal challenges and claims. These legal professionals provide critical support by offering legal advice, defending the trustee's actions in...
What Powers Does a Trustee Have and What to Consider
Request a Case Review Today Call us at 888-318-4430 What Powers Does a Trustee Have A trustee possesses considerable authority, especially concerning land. Their powers include: (a) Developing or subdividing land; (b) Dedicating land for public use; (c)...
Becoming a Trustee of a Trust. Want to be a Trustee?
Hess-Verdon & Associates PLC Becoming a Trustee of A Trust What you should know. Trusts are legal documents created by a Trustor that instruct the distribution of assets. The Trustee of a trust is the person appointed to carry out the Trustor's instructions....
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 trust instrument. The trustee needs to fulfill the wishes of the...
How to Find Out If You are a Beneficiary of a Trust
How To Find Out If You Are A Beneficiary of A Trust Upon the death of a settlor, the trustee is legally obligated to notify all beneficiaries within 60 days. This notification process ensures that beneficiaries are informed of their interests in the trust, allowing...
Guide: Checklist After Death of Parent and What to Know
Request a Case Review Today Call us at 888-318-4430Request a Case Review Today Call us at 888-318-4430 Checklist after Death of Parent The death of a parent or spouse leaves a vast emptiness and pain in our lives. Apart from mourning, there is also a lot to do,...
Appointment of Successor Trustee – Things to Note
Naming Your Successor Trustee When you create a revocable living trust, you have the full power of your estate. As long as you are alive, you have the dual roles of grantor and trustee. An essential part of that Trust is determining who will serve as your successor...
Do Co-trustees have to Act Jointly? To Act Jointly or Alone
Do Co-trustees have to act jointly California trust law demands that all co-trustees act unanimously. If the trust instrument states that co-trustees are not required to act in unison, the trust instrument will supersede. If the co trustees disagree, they should find...