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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 Contests, Trust Disputes, Trust Litigation
Grounds for Contesting a Trust in California: What You Need to Know
You expected your parent’s trust to reflect their t...
August 24, 2026Trust Litigation, Trust Administration, Trust Disputes
Navigating California Trust Accounting Disputes: A Beneficiary's Guide
Your parent passed away six months ago. The trust says yo...
August 17, 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