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.
Probate | Probate Litigation | Trust Litigation |
What should I do if credit card companies are contacting me regarding my deceased loved one’s estate?
Administering a probate in California can be a confusing process for those unfamiliar with the procedures. Unfortunately, failing to understand the responsibilities of an executor, administrator, or family member of a deceased individual can be costly.
Probate | Probate Litigation | Trust Litigation |
Who Cannot Be A Personal Representative During A California Probate Administration? What is Conservatorship?
A personal representative is someone who is entrusted to carry out the administration of a California estate. This role comes with several significant responsibilities, including managing the estate assets, providing notice to creditors and heirs, and distributing the estate property.
What should I do if there are very little assets left in the California trust that I am administering?
At times during a trust administration in San Diego, the assets of the trust may dwindle to the point where there is very little left. Trust administration also involves certain costs, which means that continuing to administer the trust may not make financial sense.