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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, Trust Litigation, Trusts
When Should You Seek Legal Advice as a Trust Beneficiary in California?
Your parent passes away, and you know you’re named ...
July 22, 2026Trust Litigation
Choosing a California Trust Litigation Attorney: What to Look For
Your mother passed away six months ago. She left a trust ...
July 15, 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