Keeping the Beneficiaries Well Informed
Jim Roberts has significant experience in estate planning, tax planning, estate administration and elder law. Jims extensive knowledge allows him to properly g
Articles about Trustee Duties
Judge Who Stole While Administering Estate of Elderly Woman Sentenced
Judge who stole while administering estate of elderly woman sentenced. A California judge who was found guilty of stealing money from senior citizens was sentenced to five years of probation on October 21.
Keep Them in the Loop: The California Trustee’s Duty to Provide Notice
Trustee’s duty to providing notice is one of several duties that a trustee must fulfill. View here for more from an Anaheim trust attorney.
Jackson Estate Accused of Breaching Contract During Administration
The estate of Michael Jackson faces another legal battle after Quincy Jones claims breaching contract during administration. Learn more about the various accusations against the estate.
Important Guidelines for Trustees Making Investment Decisions
As trustee of a trust, you may need to oversee investment decisions during administration. It is important to follow the appropriate guidelines when doing so.
Investing Trust Assets in Orange County: 6 Rules to Follow
As the trustee of an Anaheim trust, one of your responsibilities may be to invest the trust assets.For more info call or email our office.