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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 ...
January 19, 2026Beneficiary 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...
January 12, 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