You Need an Attorney Regardless: Executor vs. Trustee
Serving as a San Diego executor vs. a trustee does not diminish the importance of having an experienced attorney in your corner. View here for more.
Who Becomes Successor Trustee When the Acting Trustee Dies?
During a trust administration, it is possible that a trustee could pass away. In these cases, a successor may be appointed depending on the circumstances.
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.