Trust Administration

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Is a Professional Trustee the Right Fit for Your Estate Plan?

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Spring Cleaning for Your Life: Why Your Estate Plan May Need a Refresh in 2025: The Top 5 Things to Spring Clean in Your Estate Plan

As you begin to declutter your garage, empty out your closets of old clothes from…

• ATROs
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180: Divorce in Progress: Safeguarding Your Estate Plan Before It’s Final (Part 2)

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173: Stop Family Feuds: Expert Tips for Probate Real Estate Sales

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The Top 10 Passwords and Asset Information to Write Down for Your Trustee

When planning your estate, providing your trustee with essential passwords and information about your assets…

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• Undue Influence

163: Courthouse Confessions: Inside Trust and Estate Litigation

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What You Need to Know About AB 2016: 3 Changes to Probate Law Coming in 2025

One of the noteworthy pieces of legislation passed in 2024 was Assembly Bill 2016 (AB…

• Asset Protection
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• Married Couples
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161: What’s Yours, Mine, and Ours? Untangling Community vs. Separate Property in Estate Planning

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150: Third-Party Trustees: A Smart Choice for Your Estate Plan?

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149: Choosing a Child as Your Successor Trustee: Key Factors to Consider

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146: Trustee and Executor Responsibilities: Best Practices and Pitfalls Part 3