Blog: Trust

The California Prudent Investor Rule is a critical legal standard that governs the conduct of trustees in managing trust assets. This rule, which is...

How do you compare a living trust vs. a will in California? Wills and trusts both allow you to dispose of your property to beneficiaries. Beyond...

A party that loses at trial in a trust or estate dispute generally has a right to appeal. California Probate Code Sections 1300-1304 enumerate the...

The last steps in a  trust administration  include: Filing the final income tax return Obtaining an estate tax closing letter from the IRS...

Proposed Inheritance Law Update We are big fans of our brothers across the Atlantic-the pint, the pub, the pound, the princess. But every now and...

A “no contest clause,” according to California Probate Code section 21310(c), is “a provision in an otherwise valid instrument...

Many California living trusts contain a “spendthrift clause”- a clause designed to protect trust assets from claims made by a...

In a trust administration, a “reserve” is money the trustee retains for a period of time after the trustee believes the trust...

With over 300 million guns in the hands of private citizens in America, it’s not surprising that California trustees often find themselves in...

Litigation is expensive. Although every case is different, it is not uncommon for a case that runs through trial to cost each side hundreds of...