California Trustee Duties

You have been chosen as a Successor Trustee.  It is important to know facts on what your duties are if you are chosen as a California Trustee.  Know Your Duties When nominated to be a trustee you owe many duties and obligations to the beneficiaries.  You are a fiduciary and owe a fiduciary duty to … Read more

How To Pick A Trustee

What is the role of a Trustee? If you have a trust, you need a trustee.  A Trustee is the person who will execute your trust instrument.  Many clients believe the trust can act on its own and can make its own decisions.  However, a trust is a contract which lays out what is to … Read more