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

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