Blog
When a person dies, their money and property is generally what forms their estate. This estate is required to be distributed to the decedent’s heirs according to their wishes. To...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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 More