Trust administration article — content preview. Full article coming soon. About the Author: Dustin MacFarlane is a California-licensed attorney specializing in estate planning and trust administration. He helps trustees, beneficiaries, and families... Read more »
Trust administration article — content preview. Full article coming soon. About the Author: Dustin MacFarlane is a California-licensed attorney specializing in estate planning and trust administration. He helps trustees, beneficiaries, and families... 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 »
California Legal Implications: Trustee Self-Representation in Probate Court A significant ruling in the case of *Donkin v. Donkin* has clarified the rules regarding whether a non-attorney trustee can represent themselves in California... Read more »
California Legal Implications: Powers of Appointment Can Override Trustee Duties In the complex world of California estate planning, the distinction between a trustee’s duties and a beneficiary’s rights is crucial. A recent... Read more »
If you’ve been named as an executor or personal representative in California, you’re likely facing complex legal responsibilities that can feel overwhelming. One question that frequently arises during trust administration is: “What... Read more »
If you are a trust beneficiary who believes a trustee has acted against your best interests, you may have the right to sue the trustee. To do so, you must have legal standing (i.e., a financial stake in the... Read more »
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We use technologies like cookies to store and/or access device information. We do this to improve browsing experience and to show personalized ads. Consenting to these technologies will allow us to process... Read more »