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Category Archives: Trustees

Woman Looking To Take Back Control Of Estate From Trustee

12/31/2022
Assuming the role of trustee over a trust account in Woodland Hills may be an unenviable task. By doing so, one agrees to manage the trust assets of another for the benefit of designated beneficiaries. Of course, those beneficiaries may ... Read More

How Can You Identify Undue Influence?

12/30/2022
The term “undue influence” refers to influence strong enough to abolish the free will of a person. Sadly, the undue influence over older and disabled persons is a growing problem in California and throughout the greater U.S., one that results ... Read More

Determining When A Trustee May Be Liable For A Breach Of Trust

12/29/2022
When a settlor entrusts a trustee to manage assets for the benefit of designated beneficiaries in Woodland Hills, California or throughout the state, that person is placing a great deal of faith in the trustee’s abilities to accomplish his or ... Read More

Detailing Your Protections From Liability As A Trustee

12/29/2022
If you have been asked to serve as a trustee of a trust account by a family member or friend in the San Fernando Valley, your first concern may be what sort of consequences you could face should you commit ... Read More

Determining A Trustee’s Liability

12/29/2022
If you’re a beneficiary of a trust in California, it’s crucial to understand the responsibilities and potential liabilities of the trustee managing your assets. This blog explains the concept of trustee liability, detailing what happens when a trustee breaches their ... Read More
Types Of Trust Distributions In California

Types of Trust Distributions in California

12/15/2022
In California, the Probate Code governs various types of trusts. There are revocable and irrevocable trusts, legacy trust, trust for those with special needs, and others. All of these are legal constructs that usually have named beneficiaries. Beneficiaries receive payments ... Read More

How Can Undue Influence Invalidate a Will?

12/13/2022
If you are like many people in California and across the United States, you created your last will and testament while you were of sound mind and body. When writing your will, you determine who you want to have your ... Read More

What Are The Benefits of a Trust?

12/13/2022
Any California residents who are dealing with matters of an estate for perhaps the first time can likely have a lot of good questions. Let us focus on trusts, and what their benefits can be for you and your estate. ... Read More

Should Your Attorney Be Your Executor?

12/13/2022
As you likely already know, when you make a Last Will and Testament in California, in addition to naming the heirs who you want to receive your property upon your death, you also appoint an executor to carry out your ... Read More

How can you identify undue influence?

12/13/2022
The term “undue influence” refers to influence strong enough to abolish the free will of a person. Sadly, the undue influence over older and disabled persons is a growing problem in California and throughout the greater U.S., one that results ... Read More