Trust Administration Archives | Legacy Lawyers

Trust Administration

duties of a conservator

The Duties of a Conservator

By legacy.lawyers / November 29, 2022 / 0 Comments

Are you seeking information about conservatorships to avoid liability? Or are you concerned that abuse is taking place by a current guardian? In either case, it is essential to understand conservatorship and the duties and powers of conservators. A conservator may be a family member caring for a loved one who cannot care for themselves. […]

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what is a trust settlor

What is a Trust Settlor?

By legacy.lawyers / November 15, 2022 / 0 Comments

Are you considering establishing a trust to protect your assets and have peace of mind? If so, you may be wondering about some of the terminologies of estate planning. There are a lot of terms you may need to familiarize yourself with when it comes to trusts. We recognize that most people don’t read law […]

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selling property during probate

Steps to Selling Property During Probate

By legacy.lawyers / October 28, 2022 / 0 Comments

If you have been appointed as the personal representative of a loved one’s probate estate, you may be faced with selling a house in probate. California law has specific requirements for how property is sold during the probate process, how much it is sold for, and the timeline during which it is sold. It is […]

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do co trustees have to act jointly

Do Co-Trustees Have to Act Jointly?

By legacy.lawyers / October 14, 2022 / 0 Comments

Whether you are establishing a trust document and considering who to name as your trustee(s) or a co-trustee of a trust, you may be wondering: “Do co-trustees have to act jointly, or can a co-trustee act alone?” This is a great question. We will explore the answer from both perspectives as we examine what authority […]

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can a trustee remove a beneficiary from a trust

Can a Trustee Remove a Beneficiary from a Trust?

By legacy.lawyers / September 26, 2022 / 0 Comments

Trust documents are an important part of estate planning, created to protect assets and avoid probate, in turn providing individuals with protection and peace of mind. Unfortunately, in some cases, conflicts can arise between trustees and beneficiaries. Whether you are a trustee wondering if you can remove a beneficiary from a trust, or a beneficiary […]

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what happens if you don't file probate in california

What Happens if You Don’t File for Probate in California?

By legacy.lawyers / August 25, 2022 / 0 Comments

The California Probate Process Probate is a legal process involving the estate and assets of a person who has passed away, known as the decedent. A judge hears this type of case in The Superior Courts in California, which can look different depending on whether the decedent completed their estate plan before passing. If they […]

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financing planning for people with mental illness

Managing Finances for Mental Patients

By legacy.lawyers / July 28, 2022 / 0 Comments

Watching family members who suffer from mental illness can be tough. It’s hard to watch them struggle with their day-to-day life. Parents of mentally ill children often stay up late at night, wondering what will happen to their son or daughter after their parents are gone. If you have a loved one who is living […]

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conservatorship for drug addict california

Can you Force an Addict to Go to Rehab?

By legacy.lawyers / July 14, 2022 / 0 Comments

Watching a loved one suffer from alcohol or drug addiction is challenging. It’s hard to make someone seek help for addiction when they don’t want to help themselves. Fortunately, California allows family members of people suffering from addictions to seek a conservatorship. This type of legal arrangement has certain limitations. However, a conservatorship is a […]

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can permanent managing conservatorship be reversed

Can a Permanent Managing Conservatorship Be Reversed?

By legacy.lawyers / July 7, 2022 / 0 Comments

Conservatorships are a legal arrangement set by the court. They allow family members or court-appointed conservators to make legal decisions for people who cannot make decisions on their own. The court-appointed conservator has the right to make financial and healthcare decisions on behalf of the incapacitated person. Often, conservatorships are highly beneficial, especially when the […]

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managing finances for parent with dementia

Managing Finances for Parents with Dementia

By legacy.lawyers / June 28, 2022 / 0 Comments

Dementia is a cruel disease. It’s terrible to watch your aging parents deteriorate before your eyes. They may not be capable of making rational decisions about managing either their day-to-day or their long-term affairs. This can put the legacy your parents built into serious jeopardy. It’s important to have a plan in place if your […]

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