Interestingly, Probate Code sections 15800 (b) (3)-(4) work to give trustees a large degree of discretion in determining whether a beneficiary is owed the duties described in subsections (b) (1)-(2). Specifically, subsection... Read more »
The frequency with which you need to update the terms of your trust will depend on your individual needs and the specific provisions of the trust. Generally speaking, you should review and... Read more »