For most families, setting up a trust to hold one’s property or bank accounts is a prudent step. But when your assets are in the hundreds of millions, setting up a trust (or trusts) is seldom simply an item on your to-do list – it’s a must.  As many of you already know, Fox News...Read More

On a recent trip to visit family friends, I had the opportunity to hear the story of a dear friend’s older sister who had recently passed away. My friend was kind enough to allow me to share that story here. As I do not share the personal stories of my clients, I felt this was...Read More

What is the role of a Professional Fiduciary in the context of California probate law? And just what is a Professional Fiduciary?  Let’s first define Professional Fiduciary, as it’s not a profession that is particularly well known. A professional fiduciary has two primary roles within probate law. The first is as someone whose job is to...Read More