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Formal accountings can take up a lot of your time. When we say “formal accounting” we are referring to a Trust accounting that is prepared according to the format rules of the Probate Code (section 1060) and filed with the court to court approval. Why do formal accountings take so…

When you hire a lawyer on contingency, that means that you are paying the lawyer a percentage of whatever is recovered. You essentially are making that lawyer a partner with you in your case.  It’s no different in a lot of ways from having a business partner. Except now your…

It’s not very often that people talk about philosophies of attorneys.  But if you look at a spectrum of attorneys, you’re going to find that different attorneys have different philosophies in terms of how they approach cases.  They have different viewpoints. They have different ideas on how a case should…

A trustee is the Trust manager, the person who calls the shots. But the trustee has limits on what they can do with the Trust property. The trustee cannot do whatever they want. They must follow the trust document, and follow the California Probate Code. More than that, Trustees don’t get…