Tag Archives: beneficiary

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 , , , , , , , , , , , , | Leave a comment