A beneficiary is a person, business, institution, trustee, or an estate that receives benefits under a will.
Under certain circumstances, an attorney can serve as both the legal advisor and trustee of a California trust. However, the attorney must enter into both roles with a great deal of caution. If the attorney does not act fairly or follow the California trustee rules relating to compensation, he or she could be subject to litigation brought by a beneficiary.
What Do I Do If My California Trustee Won’t Give Me A Copy of the Trust? The Grossman Law Firm can help you find out your next move!
Beneficiaries can be disqualified from receiving an inheritance under California law. View here for more from a probate attorney in San Diego.
The way a will is written and signed determines if the California law considers it valid or not, but changes can be made.
Table of Contents Key Takeaways How Property Passes at Death in California Why a Will Does…
Contingency fee agreements in California probate litigation and trust litigation cases
During the administration of an estate in California, assets may be divided between a trust and the decedent’s probate estate. Assets held in the trust will be overseen by the trustee appointed in that document.