Trust Litigation | Trustee Duties |
Six Documents Needed for Identifying Trust Assets
As the trustee of a trust, it is your responsibility to identify the trust’s assets. To do so, you should have certain types of documentations on hand.
Trustee’s Duty – What is the Prudent Investor Rule?
Under California trust law, trustees have an obligation to fulfill certain duties. In 1995, California adopted its own version of the Uniform Prudent Investor Act, imposing a prudent investor rule. Learn more here.