Can the trustee withhold my distribution until I sign a release? As a trust litigator in Santa Clara County, I get this question often. Recently, I ... Read More
Trusts
The Trustee Won’t Communicate With Me. What Can I Do?
The trustee won't communicate with me. What can I do? I received a call from Jerry. Jerry is a beneficiary of his parent's trust in Santa Clara County ... Read More
Top 10 Things California Successor Trustees Must Do
Top 10 things California successor trustees must do. If you have been named a successor trustee of a California trust, it can be daunting. What are ... Read More
10 Things California Trust Beneficiaries Must Know
10 things California trust beneficiaries must know. If you are a trust beneficiary in California, you are the only person who can protect your rights ... Read More
The Power of Attorney Is Taking All The Money. What Can I Do?
A power of attorney is a document allowing one person to make financial decisions for someone else who is unable to manage their own finances due to ... Read More
What Is A Trust Accounting?
What ts a trust accounting? California law requires a trustee to account to the beneficiaries at least annually. The beneficiaries who are entitled to ... Read More