Tag: California trust dispute lawyer
A corporate trustee is, in some ways, similar to a regular trustee. Expertise distinguishes them. While this specialized experience typically instills confidence in their abilities, it is not uncommon for beneficiaries to sue. For corporate trustees, it is crucial to
Trustees and beneficiaries should have a symbiotic relationship. However, when a trustee is either neglecting or abusing their station, beneficiaries often feel at the mercy of the trustee. Trust beneficiary rights offer essential protection under these circumstances. While laws, trust
Estate planning is essential, and there are several estate planning options available. Ultimately, understanding what solution is right for you is critical to effective estate planning. While setting up a trust is an excellent, viable option, trusts still have drawbacks
Wills and trusts are essential to preserving an estate and protecting beneficiaries and those the creator cares about most. However, sometimes there are issues within these documents, or that occur when drafting them, that warrant legal action. When contesting a
Will and trust fraud is a serious crime that can have severe repercussions, including the creation and use of a fraudulent will. This act compromises the integrity of these estate planning documents. Worse yet, it jeopardizes the entire estate. If
A trust is an essential legal instrument intended to preserve one’s estate and ensure it is managed per their wishes when one can no longer manage it themselves. However, these instruments are not always legally viable. Sundry situations can invalidate
When creating a living trust, one must adhere to a specific process to ensure it is legally binding. Failing to draft a document per the trust law invalidates it. If you suspect a trustor did not set up a trust
How are trustee fees calculated? Trustees play a critical role in trust administration. In California, trustee fees can vary based on the type of trustee appointed and the terms of the trust. Importantly, under California Probate Code § 15681, trustees
Are you in the midst of appointing a trustee? If so, you’ve likely considered hiring an institution to administer your trust assets. These corporate trustees are known for using fee schedules to manage their payments, as opposed to private and
According to 2022 statistics, 26% of surveyed elderly in Los Angeles report being financially abused. And this isn’t even inclusive of the unreported cases, which make up 14 out of every 15 elderly abuse cases, according to recent research. These