Category: Uncategorized

Category: Uncategorized

An attorney going over California trust accounting requirements with a beneficiary when reviewing an accounting provided by a trustee.

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

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What is Power of Attorney Abuse in California?

Power of attorney (POA) is a powerful legal tool designed to help loved ones manage finances or health care when someone becomes incapacitated or needs assistance. But what if a power of attorney is abused? This is, unfortunately, more common

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What’s a Petition to Remove a Trustee?

Is your trustee squandering or mismanaging trust assets, jeopardizing financial security, or ignoring your needs and those of other beneficiaries? Regardless of your situation, an unfit trustee threatens your current and future financial security and undermines the legacy your loved

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