What happens when a trustee fails in their duty to provide beneficiaries with a copy of the living trust? This scenario happens all too often, but California Probate Court has some provisions in place, allowing beneficiaries to compel the trustee to provide a true and complete copy of the trust....
Tag: trust fund
trust fund
What Happens When the Trust and Transfer on Death Instructions on Accounts are Different?
No family wants to face this level of tension or acrimony. One of the primary goals of estate planning is to provide clarity so that this kind of discord never happens. That’s what makes it so important to ensure that all elements of your estate plan are harmonized, something that...