The Validity of a trust amendment was at issue in the recent Haggerty v. Thornton opinion from the California Supreme Court, which resolved a split of authority among the California Circuit Courts.
Margaret M Hand discusses Advanced Topics on Probate Accountings (Probate Code section 1060, Fiduciary Truth Serum).
Hartog, Baer & Hand congratulates Principal Andrew Verriere for his appointment to the board of directors for the Contra Costa County Bar Association (CCCBA). Thank you for your outstanding leadership in our community!
Determine how to produce the summary of account and each supporting schedule. Recognize California's Uniform Principal and Income Act. Recognize when the fiduciary's records reveal a breach of trust. Determine how to get the records you need to do the job you were hired to do.