Know the Difference Between Conduit and Accumulation Trusts
Administering an estate with retirement assets has many potential pitfalls. Click here to learn the differences between Conduit and Accumulation Trusts.
Selling Real Estate During Probate Administration
Notice is an important aspect of selling real estate during a probate administration. View here for more from a San Diego probate lawyer.
Tasks of a CPA During Probate Administration
When administering a trust or estate, a CPA can carry out many important tasks. Many of these tasks involve the preparation and filing of tax returns.
An Overview of the Schedules in Riverside Probate Accounting
California probate accountings require the inclusion of various schedules. View here for more from a Riverside probate attorney.
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.