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Los Angeles Probate, Estate & Tax Blog
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How to Set Up an LLC With a Trust in California: A Step-by-Step Guide
Short Answer: To set up an LLC with a trust, you’ll either (1) create a new LLC with your trust listed as the member or (2) transfer...
What Is a Third-Party Special Needs Trust in California? Complete Guide
📌 Quick Answer: A third party special needs trust (SNT) is an estate planning tool used to hold and manage assets for a person with...
What Types of Lawsuits Can You File Against a Trustee in California?
The Quick Answer: You Can Sue a Trustee for Breach of Fiduciary Duty, Mismanagement, Self-Dealing, Failure to Account, or Improper...
The Right Way to Approach a Free Consultation as a Trust Beneficiary
The Quick Answer: Bring Documents, Be Honest, and Focus on Your Goals To get the most out of a free consultation as a trust beneficiary,...
How to access property deeds for trust litigation in California: Complete Guide
The Quick Answer: Property Deeds Are Public Records—And They Can Be Crucial Evidence in Trust Disputes If you’re involved in a trust...
How to Revoke a Trust in California: Complete Legal Guide
The Quick Answer: Use Signed Writing and Follow the Trust’s Specific Instructions. In California, if you want to revoke a revocable...
How to Obtain Financial Information About Trust Assets in California
Trust Financial Information The Quick Answer: California Law Gives Beneficiaries the Right to Trust Accountings and Financial...
The Dangers of Texts and Emails in Your Trust Litigation Case!
The Quick Answer: Anything You Say in Writing Can—and Often Will—Be Used Against You In California trust litigation, texts and emails are...
How Bypass Trusts Differ from Survivor’s Trusts in California: Key Differences Explained
The Quick Answer: A Bypass Trust Locks in Tax Benefits for the Deceased Spouse—While the Survivor’s Trust Holds the Remaining Assets for...
Trust Accounting vs. Trust Information: Which Is Better?
The Quick Answer: A Formal Trust Accounting Offers More Protection for Beneficiaries Than General Trust “Information” If you're a...
Affidavit of Successor Trustee in California: What It Is and How to Use It
When a trustee of a California trust dies, resigns, or becomes incapacitated, the next named trustee must step in. But before that...
Co-Trustee Problems in California: Common Disputes and How to Resolve Them
Naming co-trustees —often siblings or adult children—is a popular estate planning strategy meant to foster collaboration and shared...
Successor Trustee Step-by-Step Checklist for 2025 in California
Serving as a successor trustee in California is both an honor and a legal responsibility. When the creator of a trust (the “settlor”)...
5 Essential Tips to Avoid Trust Contests and Disputes in California
Creating a revocable living trust is one of the most effective ways to transfer your assets without going through probate. But even a...
Can You Sell Stock Held in a Trust After Death in California? Rules and Process Explained
When someone passes away, their trust may include a wide range of assets, including publicly traded stocks, mutual funds, or private...
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