Virtual Trust Administration Across California — Convenient, Compliant, and Client-Focused Homepage/Social Media Teaser: Administering a trust doesn’t have to mean endless in-person meetings and piles of paperwork. With Kaminski Law Group’s virtual trust administration services, trustees and beneficiaries can work together from anywhere in California—as long as everyone agrees to the process. We handle the legal steps…
The F-Word That Can Break Your Estate Plan: Funding Let’s talk about the F-word. No, not that one. We’re talking about funding—and if your trust isn’t funded, your estate plan might not work the way you think it will. Many people walk out of their attorney’s office, binder in hand, feeling accomplished. The trust is…
Your trust likely has an investment standard — a prudent person or a prudent investor standard. But what are the differences between the two? See below. Prudent Person Standard A prudent person standard means your successor trustee needs to invest your assets prudently. In other words, your successor trustee cannot invest in assets that are…
