Administering an estate with retirement assets has many potential pitfalls. Click here to learn the differences between Conduit and Accumulation Trusts.
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Table of Contents Key Takeaways What Does “Adverse Trust” Mean Under California Law? Trustee Duty Not...
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Does an unpaid trustee have a lower standard of care under California law? Learn how trustee compensation affects fiduciary duties
Table of Contents Key Takeaways What the Duty of Loyalty Means Under California Law How Trustees...
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Trustees must share certain information with the beneficiaries of a trust during a trust administration. This is a fundamental right of a beneficiary.
Should my Trustee be diversifying Trust assets? The answer depends in most cases, but typically, yes.
What is a breach of fiduciary duty in CA, and what can beneficiaries do when a trustee violates their legal obligations? Learn the signs…
Table of Contents Key Takeaways Why Mistakes Happen When Trustees Sell Trust Property Common Mistakes Trustees...
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Can you contest a trust in CA? Learn the common legal grounds—lack of capacity, undue influence, fraud, mistake, and duress—and what beneficiaries must prove to challenge a trust.
What is trustee de son tort in California, and can beneficiaries sue for trustee fraud? Learn how unauthorized actors become liable for breaches of trust and what legal remedies beneficiaries can pursue under California law.