In a groundbreaking decision that could reshape the landscape of California estate law, the Court of Appeal in the Second District Division Four ...

In the absence of clear instructions, however, a trustee risks liability for “abusing” their discretion when making or refusing to make distributions. For example, if a current beneficiary ...

"Outright" distributions from the trust to the beneficiary ... Trustee to further separate her inheritance from the divorce proceedings. We had a similar situation where a client was being sued ...

Act with loyalty to the beneficiaries by acting solely ... Instead, the trustee’s duties regarding distributions could be tied specifically to paying for the costs of rehab, job training ...