Understanding Discretionary Distributions for California Trustees
Trustees may be told to make distributions in their sole discretion. View this page for an overview of what this means from a California probate attorney.
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Five Differences Between an Executor vs. a Trustee in California
Five Differences Between an Executor vs. a Trustee in California. These two titles mean very different things and knowing the difference can help a lot!
10 Types of Information Trustees Must Share With Beneficiaries
Trustees must share certain information with the beneficiaries of a trust during a trust administration. This is a fundamental right of a beneficiary.
8 Helpful Tips About Notice of Trust Administration in California
Trust administration requires certain parties be given notice. This notice of trust administration is a requirement under California law and failure to provide notice can damage both trust and trustee.
5 Possibilities for How Mental Incompetence is Determined
If a settlor is mentally incompetent, someone must take control over the trust prior to the settlor’s death. There are several ways to determine incompetence.