Show Notes:Licensed Professional Fiduciaries play a key role in the trusts and estates ecosystem in California. In this episode, we discuss the role that professional trustees play in trust administration, and the skills and exper...

New laws were enacted in 2024 that affect California trust and estate practitioners. Join our two speakers, attorneys Jadene M. W. Tamura and Mara M. Mahana, on this episode as they describe the highlights of the new laws and how they affect tr...

Complicated clients need complicated planning.  And as years go by, those complications may have led to the creation of multiple trusts for the next generation.  Children and grandchildren who benefit from those multiple trusts often ...

Show Notes:Breslin and Smith and Farrant, oh my! The road to speedy probate trials has become more challenging over the last few years due to recent case law. Practitioners who intend to steer their trus...

The aftermath of trust litigation brought by beneficiaries against trustees is too often a lawyer malpractice claim against the drafting lawyer.  Listen to Sean McKissick and Kristin Yokomoto discuss the 1958 balancing test applied to lawy...