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What Are California Trust Accounting Requirements?
Numbers don’t lie, and if a trustee is neglecting their duty or abusing their position, a trust accounting is where these violations come to light. This document is a comprehensive record of all financial transactions related to a trust, and thus a vital form of protection for beneficiaries. For beneficiaries,
Trustee Breach of Fiduciary Duty in California: Bad Investments
When someone serves as a trustee, they have considerable power over an estate that can span generations. To protect beneficiaries and the trust, trustees must legally fulfill a fiduciary duty, which includes an obligation to make prudent investments with trust assets. Failure to fulfill this duty is considered a trustee
What is the Statute of Limitations to Sue an Executor in California?
Suing the executor of an estate is a weighty decision, one no beneficiary wishes to face. Yet, when the legacy your loved one intended to protect appears jeopardized, time is of the essence. The moment you suspect an executor has breached their fiduciary duty by failing to act in the
Can an Executor Be Removed in California?
You’re grieving, navigating probate, and relying on the executor to do the right thing. But something’s not right. Deadlines are missed. Property is unaccounted for. Communication is evasive. And you’re left wondering, Can an executor be removed in California? Yes, they can, but the answer is more nuanced than a
How to Prove Undue Influence in a Will or Trust in California
When a loved one passes away, questions may arise about whether a will or trust they left behind truly reflects their wishes or if someone manipulated them to create it. In California, undue influence is one of the most common grounds for contesting a will or trust. But proving this
Can a Power of Attorney Transfer Money to Themselves in California?
If you’re asking, “Can a power of attorney transfer money to themselves in California?” you’re not alone. It’s a common and important question, especially when concerns of financial abuse or fiduciary misconduct arise. Whether you’re the principal who granted the power, a concerned family member, or a beneficiary of an
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