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What Is an AB Trust? AB trusts were a popular type of tax-avoidance trust for many years. When the creator of an AB trust dies, his or her assets are...
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While living trusts can provide significant estate planning benefits, it is important to avoid unscrupulous trust mills. Following a trust mill’s “advice” can result in financial losses and litigation. Before...
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There are two types of guardianship: Guardianship of a Person Guardianship of the Estate There is a court proceeding in which a judge will nominate a guardian for either the...
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A trustee of California trust has numerous responsibilities and duties. The primary task of the trustee is to manage the trust assets, but with this job comes many obligations. If...
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If you have been appointed as the trustee of a loved one’s trust, you may feel overwhelmed with the responsibilities imposed upon you. Don’t panic, we can help! However, consider...
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Being a trustee is a huge responsibility that requires careful attention to detail. In a special needs trust where a beneficiary is mentally or physically disabled, the responsibilities of the...
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If you have been appointed to serve as the trustee of a trust, it is important to understand the creditor claim process. To ensure you handle things correctly, let us...
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If you have been appointed to administer a loved one’s estate, you are likely to encounter a wide variety of issues. Thus, it is essential that you let us provide...
Read MoreOne task that a trustee typically needs assistance with is preparing the trust accounting. If a trust accounting contains errors, it can be rejected by the court. Below are some...
Read MoreProbate Code §§16060 – 16064, 15800, 15802 – 15805, and the specific provisions of the trust set forth a trustee’s duties to account and report information to trust beneficiaries. Depending...
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