In California lawyers can only represent trustees not a trust
This may surprise because you often even hear even California lawyers say “I am the attorney for the trust”, what they should say is “I
klaus.gottlieb
October 11, 2021
Should your lawyer be the fiduciary (trustee or administrator)?
Potential Challenges for Attorneys Acting as Fiduciaries in Estate Plans The attorney who drafted your estate plan could also assume the role of the fiduciary
klaus.gottlieb
October 10, 2021
Can you go into business with your lawyer? Yes, but …
Lawyers can be excellent business partners. The situation is relatively uncomplicated if your current or prospective business partner happens to be a lawyer but is
klaus.gottlieb
October 6, 2021
The trust and estate lawyer and the closely held corporation
A trust and estate lawyer is not usually retained as the attorney for a business entity, but an estate planning lawyer may sometimes represent both
klaus.gottlieb
October 5, 2021
If your lawyer disagrees with you – who wins?
Client Autonomy in Decision Making: Balancing Legal Ethics and Client Desires If you believe you are adequately informed you can direct the lawyer to take
klaus.gottlieb
September 30, 2021
Will my trust attorney defend me in court?
It depends. During the initial consultation, the lawyer can determine the scope of services and inform the client about which services are within her scope
klaus.gottlieb
September 29, 2021
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