Moravec Varga & Mooney

Serving as a successor trustee in California is both an honor and a legal responsibility. When the creator of a trust (the “settlor”) passes away or becomes incapacitated, the successor trustee must step in to manage and administer the trust according to its terms and California law. If you’re in this position, you may be asking: Where do I start? What are my duties? What steps must I take? To help, we’ve created this clear and practical California Successor Trustee Checklis

Creating a revocable living trust is one of the most effective ways to transfer your assets without going through probate. But even a...

When someone passes away, their trust may include a wide range of assets, including publicly traded stocks, mutual funds, or private...

When a loved one creates a trust, they expect the trustee to carry out their wishes and manage the trust responsibly. Unfortunately, not...

A living trust  is one of the most powerful tools in California estate planning. It allows you to maintain control over your assets...

A pour-over will and a living trust are two pivotal components of a comprehensive estate plan. When used together, they ensure that...

Setting up a revocable living trust is one of the most effective ways to avoid California probate and ensure a smooth transition of...

Creating a revocable living trust is one of the most effective ways to protect your assets, avoid probate, and ensure your wishes are...

Privacy is a major concern for individuals seeking to protect their wealth and maintain discretion over their financial affairs. Many...

Serving as a trustee in California comes with significant responsibilities, including managing trust assets, distributing funds to...

we’ll explore how California law treats trusts when marriage occurs and what steps you should take to ensure your estate plan aligns...

A trust is an essential estate planning tool used to manage and distribute assets. If you suspect that a trust exists but don’t know how...

An irrevocable trust is a powerful estate planning tool that provides asset protection, tax benefits, and control over how assets are...

A trustee has a fiduciary duty to act in the best interests of the beneficiaries and administer the trust according to its terms....

Trustees play a crucial role in managing and distributing trust assets in accordance with the trustor’s wishes. Given the...