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Blog Posts About Trustee Breach

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…

Most Bay Area Trustees do not understand the duties they owe Trust beneficiaries. In many cases these Trustees take adversarial positions towards the Trust beneficiaries, which is not allowed under California law. What are the duties that Trustees owe beneficiaries under California law? Glad you asked. In the video below…

What happens when the Trustee of your parents’ Trust treats you poorly? Perhaps the Trustee does not return your phone calls, or he/she doesn’t give you copies of the Trust, or he/she refuses to provide you any information about the Trust assets. What is a trust beneficiary to do under…