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The Hard Work of Prudent Trust Investing

  The law of Trusts requires every Trustee to invest Trust assets “as a prudent investor would, by considering the purposes, terms, distribution requirements, and other circumstances of the trust.”  16047.  The Trustee has a duty to consider: The general economic conditions Possible effect of inflation or deflation Expected tax consequences of investment decisions or strategies The role that each ...

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How To Know Your Rights as a San Diego Trust or Will Beneficiary

If you are the beneficiary of a Trust or Will, you won't know what your rights are until you find and read your Trust or Will document.

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Modify Your Bay Area Irrevocable Trust

  How do you modify a Trust that says it cannot be changed?  This video describes the ways in which irrevocable Trusts can be changed.

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Strategies For Working With Siblings In Your Trust or Will Lawsuit

Sibling rivalry is alive and well.  Especially when it comes to inheritance fights.  There’s a lot of psychology involved in this business.  I don’t claim to be a psychologist or therapist, but I have a great dealing of experience watching people deal with siblings—both successfully and disastrously.  And, of course, every situation and every person is different so there is ...

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Where’s Cupid When We Need Him? How Two Co-Trustees can be more than just a lover’s quarrel

How would you like to keep lawyers fully employed?  Don’t like that idea?  Well there are many people who do just that by naming two successor co-trustee’s of their revocable Trust.  The thought is a good one: I like both people so why not have them act together.  And being a Trustee is a lot of work so why not ...

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