The Flexibility of the California Uniform Directed Trust Act

The need to identify an individual or group of individuals to step in down the road as your successor trustee can be a daunting exercise. Some clients prefer to name a private fiduciary or corporate trustee in the place of a family member or friend for these reasons:  • Appointing a corporate trustee alleviates family … Continued

Choosing the Right Executor Part 2: Breaking Down the Options

In Part One of this series, we explored the six key qualities and characteristics to consider when selecting the executor and successor trustee for your estate. In Part Two of this series, we will next explore the various types of executors and successor trustees available. You may be surrounded by loved ones and have many … Continued