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Tag: trustee

14
12 '16

Probate Code 16004.5: Release of Trustee’s Liability

At the conclusion of a trust administration, trustees sometimes ask beneficiaries to acknowledge receipt of their final distribution and release the trustee of liability. While seeking a release is permitted...
03
08 '16

Your Final Estate Plan

What To Do To Make Your Passing Financially Sound Clients typically consider their estate planning at three predictable junctures in their lives: 1. when they first have children and are...
13
07 '16

How to Transfer Firearms to Trust Beneficiaries

With over 300 million guns in the hands of private citizens in America, it’s not surprising that California trustees often find themselves in the possession of firearms belonging to a...
08
06 '16

We often warn clients that mental capacity is a double-edged sword

Edge#1 The current litigation involving billionaire media magnate Sumner Redstone illustrates the point. Mr. Redstone, age 93, owns about 80 percent of CBS and Viacom—reportedly a $40 billion media empire....