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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, Trust Contests, Trust Disputes, Trust Litigation
Disinherited by a Stepparent's Trust Amendment? Your Legal Options Under California Law When a Second Spouse Changes Your Parent's Estate Plan
Thomas Tedesco and his late wife Wanda created a trust in...
March 30, 2026Trust Administration
Breach of Fiduciary Duty by a California Trustee: The 10 Most Common Violations, How Courts Calculate Damages, and Your Statute of Limitations
In Estate of Gilmaker (1962) 57 Cal.2d 627, the Californi...
March 23, 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