Tag Archives: fiduciary
Should a CPA be an Estate Trustee for a Client?
We recently encountered a situation in which a successful businessman, who had accumulated significant wealth during his career, felt he was a danger to himself, because he was an alcoholic and he had a couple of car crashes while driving … Continue reading
Posted in Asset Protection, California Trust Law, Estate Planning, Trust Administration, Trusts & Estates
Tagged asset management, beneficiary, certified public accountant, conflict of interest, CPA, estate trustee, fiduciary, irrevocable trust, lose wealth, power of attorney, protect estate, prudent investor, wealth management
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“No Contest Clause” Can Be Complicated Without An Experienced California Probate Law Attorney
If you are a beneficiary of an estate or trust, based on a will that contains a “no contest clause,” you are restricted from challenging certain provisions of that will. However, in California, that does not mean you are not … Continue reading
Posted in California Trust Law, Probate, Trust Administration, Trusts & Estates
Tagged attorney, California probate attorney, California Probate Code, California probate law, estate executor, estate trustee, fiduciary, Hearst grandchildren, inheritance, Kathleen Jackson, legal system, Michael Jackson, no contest clause, trust beneficiary, William Randolph Hearst
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