California Trust Administration: The Complete Guide for Successor Trustees
Your mom died. She had a living trust, and she named you as successor trustee. You have the trust binder, a ...
You Can Give Your Kids More Than You Think
Most people who think about it, will tell you they can gift $10,000 or $15,000 per year to their children, and ...
Final Distributions: How to Close a California Trust Administration
The family home has been sold, the brokerage accounts have been liquidated, and the money is sitting in the ...
Taxes During a California Trust Administration: What the Trustee Needs to Know
When someone dies with a living trust, the successor trustee has plenty to do. There are assets to collect, ...
Can a California Successor Trustee Be Personally Liable?
Your mom has died, and you're the successor trustee of her living trust. Your brother and sister are the other ...
Can a Beneficiary Force a Trustee to Make a Distribution?
You are a beneficiary of your mom's living trust. The house has been sold, the investment accounts have been ...
How Long Does a Trustee Have to Distribute Assets in California?
Your mom died three months ago. She had a living trust. You and your siblings are the beneficiaries. So ...
What Are a Beneficiary’s Rights in a California Trust Administration?
You just found out you are a beneficiary of a living trust. That’s bad news and good news. The bad news is it ...
What is a Living Trust?
A living trust is the foundation of your California estate plan - the building block, the big kahuna, the thing ...