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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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Beneficiary Rights, Wills
Understanding the Types of Beneficiaries in a California Will

A 2025 Caring.com study found that only 24% of Americans ...

Beneficiary Rights, Trusts
Can a Trustee Be the Sole Beneficiary of a Trust in California? Legal Requirements Explained

California Probate Code Section 15209 provides a critical...

Accounting Disputes

Improper Trust Accounting in California - 9 Red Flags Beneficiaries Shouldn't Ignore - Featured ImageAccounting Disputes, Trust Administration

Improper Trust Accounting in California - 9 Red Flags Beneficiaries Shouldn't Ignore

Avoiding Trust Accounting Disputes - Featured ImageTrust Administration, Accounting Disputes, Trust Disputes, Trusts

Avoiding Trust Accounting Disputes

What happens if an executor steals from the estate? - Featured ImageAccounting Disputes, Missing Assets

What happens if an executor steals from the estate?