Moravec Varga & Mooney

The Quick Answer: You Can Sue a Trustee for Breach of Fiduciary Duty, Mismanagement, Self-Dealing, Failure to Account, or Improper...

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,...

The Quick Answer: Property Deeds Are Public Records—And They Can Be Crucial Evidence in Trust Disputes If you’re involved in a trust...

The Quick Answer: Use Signed Writing and Follow the Trust’s Specific Instructions. In California, if you want to revoke a revocable...

Trust Financial Information The Quick Answer: California Law Gives Beneficiaries the Right to Trust Accountings and Financial...

The Quick Answer: Anything You Say in Writing Can—and Often Will—Be Used Against You In California trust litigation, texts and emails are...

The Quick Answer: A Bypass Trust Locks in Tax Benefits for the Deceased Spouse—While the Survivor’s Trust Holds the Remaining Assets for...

The Quick Answer: A Formal Trust Accounting Offers More Protection for Beneficiaries Than General Trust “Information” If you're a...

When a trustee of a California trust dies, resigns, or becomes incapacitated, the next named trustee must step in. But before that...

Naming co-trustees —often siblings or adult children—is a popular estate planning strategy meant to foster collaboration and shared...

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 estate becomes the legal entity responsible for handling everything they owned and owed. But who exactly...

When administering a trust in California, one of the biggest surprises can be discovering that an asset—such as a home or investment...

When a loved one passes away, their home is often one of the most significant and emotionally valuable assets in their estate. In...