Trusts Archives | Page 2 of 6 | Legacy Lawyers


how long does a trustee have to distribute assets

How Long Does a Trustee Have to Distribute Assets?

By legacy.lawyers / January 16, 2023 / 0 Comments

Are you a beneficiary expecting to receive an asset distribution? Are you wondering how long you can expect it to take the trustee to administer distributions? Or are you a trustee tasked with distributing trust assets? This article will serve to provide you with valuable information. Let’s look at a trustee’s role, the distribution of […]

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when is probate required in California

When is Probate Required in California?

By legacy.lawyers / January 4, 2023 / 0 Comments

Whether you have recently lost a loved one or you are working on setting up your estate plan, you may be wondering about the probate process. Is it always required in California? How can you avoid it? These are valid questions which first require a look at the probate process and the state laws surrounding […]

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trusts for children

Should You Set Up Trusts for Your Children?

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

If you are wondering, “Should I set up a trust for my children?” the answer is yes! There are several benefits to creating a trust for children, whether they are minor children, children with special needs, or adult children. However, it is crucial to ensure you establish your trust document correctly. Otherwise, the provisions in […]

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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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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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types of probate litigation cases

Understanding Probate and Types of Probate Litigation Cases

By legacy.lawyers / August 11, 2022 / 0 Comments

Losing a loved one can bring a difficult season for family members and friends. Having to go through probating their estate can make it even harder. This is especially true if you believe you have a reason for distrust in the executor or administrator tasked with administering their estate. Do you believe you have a […]

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caring for aging parents checklist

Caring for Aging Parents Checklist

By legacy.lawyers / June 21, 2022 / 0 Comments

Taking care of elderly parents can be challenging for family members. It’s important to make sure you have your ducks in a row while your parents are young and healthy. This will make it easier to care for your loved ones as they age. Let’s take a look at what you should prepare for when […]

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emergency conservatorship

What to Know About an Emergency Conservatorship

By legacy.lawyers / January 11, 2022 / 0 Comments

You may have a loved one who is in immediate danger of harming themselves or others due to incapacitation. Typical case examples are when someone with schizophrenia, bipolar, or other serious mental illnesses are running their lives into the ground. Due to chemical imbalances, they may reject a power of attorney or not have the […]

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