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Articles Posted in TRUST ADMINISTRATION

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The Importance of Family Dynamics in Estate Planning

When planning your trust, most people of course think about how they want their assets distributed, who will be their successor trustee, who will be the guardian of their minor children, and on what terms will their beneficiaries receive certain assets. What many people overlook is the family dynamics, ie.…

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What Does it Mean to be a “Fiduciary”?

In the estate planning world we used the term “fiduciary” a lot. Trustees, administrators, executors, and agents under a power of attorney are all “fiduciaries”. What does that term mean? A fiduciary is an individual who undertakes to act for and on behalf of another in a particular matter. A…

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Executors, Administrators, and Trustees Accountable to Beneficiaries

In addition to handling probate, trust administration, and preparation of all types of trusts, we often get inquiries from heirs and beneficiaries with concerns about the way an executor, administrator, or trustee is administering an estate in San Diego. Sometimes beneficiaries cannot get an accounting of the trust assets. Sometimes…

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