Preparing for Succession of Your Business – Who will manage your assets?

When you are thinking of succession planning, your plan must include a transition in the event of your incapacity. Not only will you need to think of death, but you must also be prepared for pre-incapacity transition and post-incapacity transition of your…

Who can be a trustee in California?

Who can be a trustee is one of the most common questions a Los Angeles trust lawyer hears. The answer to that question depends on a number of factors. First, you have to look at the trust document to see who is…

When is the right time to switch or change a trustee?

On occasion, our probate attorney may receive a call from a client asking if a trustee can be changed or removed in Los Angeles. Here are some of the factors that we evaluate before we change or remove a trustee. California Probate…

What can a client expect from a fiduciary?

A fiduciary owes a duty of loyalty to a client. As a client, you can expect that if someone owes you a fiduciary duty, that he or she is aware of fiduciary law and will be loyal to you, over their own…