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MORE THAN MONEY
How do we leave a lasting legacy to our children and those we leave behind? Questions like this are answered in this free chapter of More Than Money, featuring our founding partner, attorney Gary Winter. Learn more about closing out a trust after death.
Our Areas of Expertise
Medi-Cal Asset Protection Trust in California
Learn how a Medi-Cal asset protection trust protects your California home and savings from long-term care costs and estate recovery. 2026 rules explained.
Trustee Accounting California: Records and Reports
Schedule trust administration guidance for trustee accounting California, records, reporting duties, beneficiary questions, and next steps.
How to Remove a Trustee in California
Learn how to remove a trustee in California under Probate Code 15642. Covers legal grounds, the petition process, costs, and what happens after removal.
