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Improper Trust Accounting in California - 9 Red Flags Beneficiaries Shouldn't Ignore
When Orange County tax attorney Jackie Lowenthal embezzled $1.68 million from a client’s family trust in 2018, including using $1.1 million to purchase a residence in Coto de Caza and $500,00...
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Trust Administration
Forcing a Trust Accounting in California: Your Step-by-Step Litigation Guide When a Trustee Refuses to Show the Books
Under California Probate Code §16062, trustees are requir...
February 23, 2026Will Contest, Will Disputes, Wills
How to Contest a Will in California: Grounds, Deadlines, and What a Trust Litigation Attorney Actually Does in Court
In Meiri v. Shamtoubi (2022) 81 Cal.App.5th 606, a trust ...
February 16, 2026Accounting Disputes
Accounting Disputes, Trust AdministrationImproper Trust Accounting in California - 9 Red Flags Beneficiaries Shouldn't Ignore
November 3, 2025
Trust Administration, Accounting Disputes, Trust Disputes, TrustsAvoiding Trust Accounting Disputes
August 14, 2020
Accounting Disputes, Missing Assets