Month: November 2023

Powers of attorney are an important document in everyone’s estate plan.  I tell my clients that everyone over the age of 18 should have both a power of attorney and advance health care directive.  With statutory forms available online for a basic power of attorney, it...

Over the recent years, the answer to this question has changed due to new case law that specifically addresses the duty to account when a trust is revocable.  An amendment to Probate Code Section 15800 that went into effect on January 1, 2023, that makes it clear who...