Fighting For Your Inheritance
Fighting For Your Inheritance
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Hi, this is Keith Davidson at Albertson & Davidson. In this video, I want to discuss whether the successor trustee of a trust has an obligation to declare the trust settlor incompetent.
Let me explain some of those terms before…
A Trustee’s duty to manage Trust assets is very different from how you are allowed to manage your own individual assets. This is America, you can manage your own finances any way you please. You can be risky and invest big, you can be conservative and invest small, or you can hide your money in…
It is shocking to me how many Trustees violate their fiduciary duties. Under California Probate Code Section 16000 et seq. there are voluminous sections on all the duties, responsibilities, and liabilities Trustees must comply with to property administrate a Trust. There are rules on just about every action a Trustee must take, and on actions the…
