Who should be trustee?
The selection of a trustee is one of the most important decisions a settlor can make. Revocable trusts are often established to avoid probate and
klaus.gottlieb
December 30, 2021
The selection of a trustee is one of the most important decisions a settlor can make. Revocable trusts are often established to avoid probate and
Summary: Totten Trusts and Payable-on-Death (POD) accounts are both financial tools that allow assets to bypass probate, ensuring that funds go directly to a designated
Understanding Testamentary Capacity: Requirements under CA Probate Code Section 6100.5 Let’s start with wills. CA Probate Code Section 6100.5 states: “(a) An individual is not mentally
Setting up trusts creates a complex web of financial, fiduciary, personal and tax consequences. A trust is a creature of the Common Law and often
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