Blog Posts in Breach of Fiduciary Duty

To continue our blog on Knox v. Dean (205 Cal.App.4 th 417 (2012)), Donna (successor conservator , plaintiff, cross-defendant and appellant) appealed the trial court's decision granting Dean's ...

Trustees and those entrusted to act as successor trustees should note that the probate court has the authority to compel a formal, verified accounting as a preliminary step in any court dispute which ...

A case that is currently making it's way through the San Francisco Probate Court demonstrates the importance of choosing the right person to be a trustee. Especially, in the case of a special needs ...

An ongoing investigation by the FBI into the disappearance of more than $17 million from dozens of trust funds of Northern California citizens highlights the seriousness of financial fraud that can ...

Generally if the grantor decides to give their trustee the power of absolute discretion the trustee will most likely be less subject to review. Of course, no matter how much power a trustee has, they ...

In a recent New York case, Richard Paul, the bookkeeper for the Brooklyn public administrator's office, has been charged with allegedly funneling more than $2.6 million into personal accounts from ...