Estate Planning

Resuming California Conservatorships: 6 Important Things You Should Know (Pt. 1), here, we’ll highlight some more crucial info to know if you are considering stepping into the role of conservator. More Important Info About California Conservatorships 3 – When California conservatorships have been granted, Letters of Conservatorship will be issued. These Letters are proof of … Read more

When people need extra care in overseeing their finances and/or daily wellbeing, California conservatorships can be set up to protect them. With California conservatorships, a relative or a court-appointed agent will be designated as a “conservator” for the “conservatee” (i.e., the person in need of the help/oversight). Given that California conservatorships can be complicated, in … Read more

Here’s the final installment to our blog series Breach of Fiduciary Duty: 7 Facts to Know. Breach of Fiduciary Duty: More Important Info 5 – The burden of proof in breach of fiduciary lawsuits is on the plaintiff. This may be a little-known fact regarding breach of fiduciary duty claims, but it is, nevertheless, important … Read more

Picking up from Breach of Fiduciary Duty: 7 Facts to Know (Pt. 1), here, we will continue this discussion by revealing a few more important issues related to breach of fiduciary issues. More Important Info About Breach of Fiduciary Duty Cases 3 – Breach of fiduciary duty can occur in various ways. When fiduciaries are … Read more

A fiduciary, which stems from the Latin word fides (“trust”), is a person who has been legally authorized to oversee some aspect of another person’s assets or financial affairs. While there are various responsibilities that fiduciaries have – and while these responsibilities can vary from situation to situation, when a fiduciary fails to live up … Read more