Trustee

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

  October 29, 2019 - By Probate Attorney

  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 business. Business planning comes via many avenues listed…

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  Who can be a trustee in California?

  June 20, 2019 - By Probate Attorney

  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 named in the trust as a trustee or…

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

  May 13, 2019 - By Probate Attorney

  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 Code 15642   “(a) A trustee may be removed in…

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  What can a client expect from a fiduciary?

  May 6, 2019 - By Probate Attorney

  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 interests. Common fiduciaries: Attorneys. Executors and Administrators of…

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  Professional Trustee

  May 5, 2019 - By Probate Attorney

  When you need a professional trustee in Los Angeles, you must consider several issues. One aspect of your selection process is the experience of the private trustee in the Los Angeles area. Next is the cost of hiring a professional trustee vs. the cost of hiring your family member as…