As a Trustee, you have a ton of fiduciary duties to invest Trust asset appropriately.  Under California law, an investment strategy must be prepared for every trust, and the best way to document that investment strategy is with an Investor’s Policy Statement, which I discuss in this video.

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Did you know that there are situations where you could revoke your Will without meaning to do so?  In this video I discuss the unintened Will revocation:

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Another year is in the books and it’s time to look back at the best of our law blog for the year.  We have had another great year and great feedback from people who read (and apparently enjoy) this blog.  We love giving out good information, so your comments and feedback are always welcome.  In