HBZ University

Fiduciary accountings are easy to read when you understand the story they tell.

Strategies and Implications When Settling a Trust or Estate Dispute.

A former beneficiary and named successor trustee who had been disinherited and removed from trustee [..]

This presentation will provide an analysis of the statutory grounds affording estate planners the opportunity to petition the court for approval of the estate plan during the settler’s life.

The statutory scheme for enforcing money judgments against trusts, the limitations on that scheme when facing spendthrift clauses, and ways around those limitations.

Discussion regarding California’s new Uniform Trust Decanting Act, effective January 1, 2019.