Thoughtful guidance for trustees, families, and advisors.

California law gives trustees broad authority to sell trust property, but that authority comes with real obligations to beneficiaries.

Three fiduciary roles are often used interchangeably but serve different purposes under California law.

A practical look at the additional oversight required when a trust holds commercial or income-producing property.

Why transparent, dependable reporting is one of the most important ways a fiduciary earns and maintains trust.