A Guide for High Net Worth Individuals
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I’ve focused exclusively on California estate, gift-planning, and probate law since 1991. And I’ve just about seen it all: Trustees who can’t manage money; trustees who can’t meet deadlines; and trustees whose commitment peters out too soon.
I’ve also seen trustees who embezzle funds (and, wouldn’t you know it, rationalize the stealing).
Whatever the cause, the effects can be dire. Family members become resentful and estranged. Savings built up over a lifetime are poured into avoidable expenses. And the estate plan is not realized.
The good news
With the right trustee, your estate plan has a much better chance of coming off without a hitch. In this guide I outline the “job description” of a trustee in California, and common mistakes to avoid.
At the end is a worksheet to help you with picking someone who will do a good job. Please fill the form at right and I'll send you a copy of this free 13 page guide right now. I respect your privacy and never send unwanted email.