Probate | Trust | Trust Litigation |
Notice of Trust Administration: Benefits of Providing
At the start of a trust administration, trustees must give beneficiaries a Notice of Trust Administration. There are many advances to carrying out this step.
Trustee Theft: What evidence do I need to support my claim?
Under California trust law, trustees have a fiduciary duty to act in good faith with respect to the management of trust assets. When a trustee misappropriates funds from the trust for his or her own benefit or the benefit of another, he or she is committing theft.
If I am the personal representative of my loved one’s estate and do not know the location of an heir for sending notice, what do I do?
Under the California probate laws, the executor, administrator, or personal representative of an estate must send notice to the heirs of a decedent at the beginning of the probate process. This notice must include the date, time, and location of the hearing for appointment and allowance of the will.
Is it possible for an Attorney to Serve as a Trustee while also Providing the Trust with Legal Services?
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.
Probate | Trust Litigation | Will |
How can I tell if the executor or trustee of a California estate is acting properly in his role?
For those beneficiaries and heirs unfamiliar with the California estate administration process, it is not always clear whether the executor or trustee is acting properly and in accordance with state law.