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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…

A growing problem in the Bay Area has to do with financial abusers taking advantage of vulnerable and dependent adults–in many cases parents. California’s Elder Abuse Act was passed to hold financial abusers responsible for taking advantage of vulnerable and dependent adults. Unfortunately, with an aging population, and with significant…