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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
When Grief Meets Greed: Protecting Your Inheritance During the Holidays
The holidays bring families together—but they also create...
December 8, 2025Trust Administration
Improper Trust Investments: What Counts as a Breach in California
When William Giraldin invested $4 million of his trust...
November 24, 2025Accounting 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