Family & Trust Insights
9 articles
Property and fiduciary questions that arise in personal rather than commercial relationships: transfers made in contemplation of marriage, homes brought into a marriage, and the duties a California trustee owes the beneficiaries of a trust.
Adding Your Fiancé or Spouse to Your Home’s Title in California: What Should You Decide First?
Decide what you intend to share, and when, before signing a deed.
Read the Article →When Can a Gift Be Taken Back After a Breakup? How California Courts Decide Conditional Gift Disputes
A continuation of our section 1590 guide, for disputes already in progress: the evidence California courts examine, the two connections a claimant must prove, and how Lee, Stienback, Simonian and Reuter were decided.
Read the Article →Can Gifts Be Recovered After a Breakup in California?
An introduction to California’s conditional gift statute: what section 1590 covers, when it applies, and why it reaches money and property rather than engagement rings alone.
Read the Article →Can a Beneficiary Remove a Trustee in California?
Learn the statutory grounds for removing a California trustee, why hostility alone may be insufficient, and what evidence can support a removal petition.
Read the Article →Can a Beneficiary Sue a Trustee in California?
Learn when a California beneficiary may petition against a trustee for breach of trust and what information, protective, financial, and removal remedies may be available.
Read the Article →How Can a California Beneficiary Compel a Trustee to Provide an Accounting?
Learn when a California beneficiary may request trust information or an accounting, what the accounting should contain, and how the probate court may enforce the request.
Read the Article →Can a California Court Suspend a Trustee Before the Removal Hearing?
Learn when a California court may temporarily suspend a trustee, protect trust property, appoint an interim fiduciary, and plan for successor administration.
Read the Article →Why Californians Use Revocable Living Trusts to Reduce Probate Cost and Delay
California’s statutory probate-fee schedule can make trust planning especially important for homeowners, but the trust must be properly funded.
Read the Article →What Damages Can a Beneficiary Recover From a Trustee in California?
Learn how California courts may measure trustee surcharge, recover improper profits, trace transferred trust property, and apply breach-of-trust deadlines and defenses.
Read the Article →Speak with counsel about your matter.
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