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

Updated 2/25/2021 When a parent dies who has had the forethought to establish a trust, the probate process can be avoided, which can be time-consuming and costly.   Now, let’s assume that the parent/trustee  has real property in California and has named a successor trustee whose job it is to ensure that the property is...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