Trust Administration Services in Sacramento, California If you’re settling a trust in Sacramento, El Dorado, Placer, or Amador County, we help trustees navigate California Probate Code requirements and protect themselves from personal... Read more »
Trust Administration in the San Francisco Bay Area Serving estate planning and trust administration clients throughout the Bay Area, including San Francisco, Marin, Alameda, and surrounding counties. Bay Area Service Areas San... Read more »
You’ve been named trustee. Congratulations. And prepare yourself for real work. Being a trustee isn’t honorary. It’s not a title you hang on your wall. It’s a job with legal responsibilities, financial... Read more »
Your parents called you aside. They said: ‘We’ve named you trustee of our trust.’ You smiled. You said thank you. You had no idea what that actually means. Now you’re worried. You’re... Read more »
You’re in a blended family. Your parent remarried. Now they’ve died. And you’re about to learn a harsh truth: the surviving spouse controls everything. You, the child of the deceased parent, have... Read more »
The penalty for stealing from an estate can vary based on the circumstances and severity of the alleged theft. It’s important to note that in some cases, no “penalty” may be imposed... Read more »
The primary alternative to a power of attorney is a conservatorship, which the court establishes when an individual lacks the capacity to manage their own affairs. Conservatorships are more restrictive than POAs and remain... Read more »
Unsure about the role of a power of attorney? Agents who breach or neglect their duties could face legal consequences. It is essential for power of attorney agents to understand their obligations... Read more »
What Can a Power of Attorney Do — And What Can’t They Do? Power Does the Agent Have Authority? Explanation Can an attorney-in-fact sign for the principal? ✓ If a principal becomes incapacitated, they... Read more »
Forging a power of attorney in California can result in both civil and criminal punishment. Most POA disputes are handled in probate court, but the act of forging a document or falsifying... Read more »