- December 26, 2025
Beneficiary Rights in a California Trust: Access, Accounting, and Legal Protection
If you’ve been named as a beneficiary in a California trust, you have powerful legal rights, and clear protections under…Read Article - July 16, 2025
When Family Trusts Fracture: Lessons from Disinheritance of Stepchildren
In a case that underscores the emotional and legal complexities of blended families and estate planning, the Idaho Supreme Court…Read Article - May 1, 2025
Stock Market Volatility and Trustees’ Duties Under the California Prudent Investor Act
Stock market volatility this year has frayed the nerves of anyone whose assets are in stocks or are otherwise influenced…Read Article - April 25, 2025
Ensuring Prudent Investing: A Trustee’s Responsibility
Understanding Prudent Investing Prudent investing is a crucial principle for trustees, as they are responsible for managing and protecting the…Read Article - April 23, 2025
Stock Market Volatility and Trust Asset Management
The Challenge of Market Volatility It can swing by hundreds or even more than a thousand points from one day…Read Article


