Blog
Trust Amendment vs. Restatement in Folsom CA
Life changes. A living trust that was perfectly suited to your situation when you created it may need updating after a divorce, a significant asset ...
Elk Grove CA Estate Plans and Digital Assets
Most Elk Grove residents think about their home, retirement accounts, and bank balances when they consider what their estate plan needs to address. Fewer think ...
How Trustees Handle Creditor Claims in California
A lot of families assume that having a trust in place means creditors are out of the picture after a loved one passes. That’s not ...
How to Resign as a Trustee in California
Life changes. A trustee might get sick, move across the country, realize there’s a conflict of interest, or simply hit a point where the demands ...
When a Beneficiary Disputes a Trust Distribution
It’s an uncomfortable reality. A family that got along just fine during a loved one’s lifetime can find itself in serious disagreement once a trust ...
Trust Administration Vs. Probate in California
When someone passes away in California, their assets need to get from their estate to their beneficiaries. How that happens depends almost entirely on how ...
What CA Law Requires Trustees to Keep and Report
What California Law Requires Trustees to Keep and Report Some trustees treat documentation as an afterthought. Keep the accounts straight, make the right distributions, and ...
How to Read and Interpret a Trust Document
Nobody Hands You a Manual When you become a successor trustee, you’re handed a legal document and expected to carry out its instructions, sometimes while ...
What It Means to Breach Your Fiduciary Duty as a Trustee
Most Trustees Don’t Set Out to Do Anything Wrong That’s worth saying upfront. The majority of fiduciary duty breaches in California trust administration aren’t the ...
