Tips to Keep The Trust Administration Process Cordial Among Siblings
The estate planning process involves making a lot of thoughtful decisions, especially when there are multiple children in blended families … Read More
The estate planning process involves making a lot of thoughtful decisions, especially when there are multiple children in blended families … Read More
Summer this year is not quite what we expected, but that hasn’t stopped us from pushing towards new goals and … Read More
As a trustee, you are obligated to provide beneficiaries with accurate trust accounts under California Probate Code 16062. Remember that … Read More
We all know how important it is to safeguard our health during the COVID-19 pandemic. Many of us have even … Read More
Trustees are responsible for assets left behind and what happens to them. Trustees put time and consideration into the handling … Read More
Unfortunately, is not uncommon for a caretaker to manipulate their elderly patients into marrying them to gain access to the … Read More
A trustee’s role sounds simple in theory – carry out the terms of the trust. While the responsibilities seem straightforward, … Read More
No Contest Clauses are provisions in trusts that calls for a beneficiary who challenges in court the terms of a … Read More
You might imagine yourself as part of a “big happy family,” and while that may be true, it is an … Read More
“A mentor taught me early in my career, not to miss an opportunity to mediate, even if settlement seems unlikely.” … Read More