Tag Archives: fiduciary responsibility

When Wills are Contested

Skilled estate planning is essential for ensuring your assets are handled properly and your wealth maximized while you are alive, and for directing the flow of your wealth after you pass away. A well-crafted will is central to good estate planning. Despite the best efforts of all involved, though, some wills are contested. A number… Read More »

What to Do If You Believe a Fiduciary is Mishandling Assets

It is quite common for beneficiaries, shareholders and other parties in interest to have questions or concerns about how a fiduciary is handling their affairs. Sometimes these concerns can bloom into full-fledged litigation with beneficiaries aggressively pursuing removal of and even compensation from an agent they believe has failed to represent their interests. Pursuing this… Read More »

How to Handle Real Property as an Estate Fiduciary

Estate fiduciaries, whether serving as executor and administrator, often face a great deal of uncertainty in exercising their duties. While certain types of personal property are fairly easy to manage while the estate is open, others — especially real estate — require constant attention and maintenance. Failing to take these necessary actions can result in… Read More »

Fiduciary Duty and What it Means to You

Fiduciary duty is a concept that appears across a wide variety of areas of law, so much so that most people in California will probably serve in a fiduciary capacity at some point in their lives. While the details of fiduciary responsibility vary depending on the context, it is always a high duty that can… Read More »