by Christian Salgado | Apr 1, 2026 | Estate Planning
Trust accounting issues can arise far earlier than most trustees expect. A trustee does not need years of experience, a long administration, or complicated assets for this question to surface. In many cases, it comes up in the first year of administration, sometimes...
by Christian Salgado | Aug 1, 2024 | Estate Planning
Uniform Directed Trust Act: The California Uniform Directed Trust Act (“UDTA”) came into effect January 1, 2024; amending California Probate Code by adding Sections 16600 through 16632, explicitly authorizing the use of directed trusts. A directed trust allows persons...
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