What Happens After Being Appointed Conservator of a Loved One’s Estate?
A conservatorship is where a judge determines your loved one is not capable of managing his own affairs. Another individual is appointed conservator.
Articles about Trustee Duties
Should I provide notice of a trust administration to creditors?
A notice of a trust administration must be given to all interested parties, giving this notice to creditors can benefit the trust. Read more here.
Save Time and Money: Waivers and Revocable Trust Termination
During the waivers and revocable trust termination process, you may be able to obtain a waiver of accounting to save time and money. View here for more information.
Report Highlights Dangers of Reverse Mortgages to a California Estate
Costly fees associated with reverse mortgages could drastically reduce the size of your estate. View here for more from an Anaheim trust attorney.
Report Highlights Need to Keep Beneficiary Designations Up to Date
New report highlights a common estate planning failure: updating beneficiary designations. Learn more about reasons to keep these designations up to date.
Trustees Should Include These Provisions When Sending Notice of a Trust Administration
The administration process begins with a requirement of sending notice of a trust administration to the beneficiaries of that trust. Read More Here.