Trust Administration

Creating a trust is one of the best ways to distribute your property after your death while avoiding the probate […]

Trusts are becoming increasingly popular tools in estate planning. At some point in your life, there is a good chance

Trustees have a fiduciary duty under California law to make decisions for the benefit of the beneficiaries. When a trustee

They say that the only certain things in life are death and taxes. But did you know that dying doesn’t

At some point in the process of administering a revocable living trust, you’ll reach a point as a trustee when

In 2017, data revealed that 73% of Americans die with debt; the average debt balance (including mortgage debt) was $61,554.

“What do I do with all this “stuff”?” If you’re a trustee or estate executor/personal representative, you may initially feel

“My mother died a year ago. I still haven’t heard anything regarding the trust administration from my sister, the trustee.

When a loved one dies and you are the named Successor Trustee or Executor, you will need to locate and

As a new trustee, one of your first questions might be:  What exactly are my duties in this role? Understanding