Conservator and Trustee of Trust: Marsha Goodman, Phoenix Attorney

We can help with that because it can be complicated. Usually when someone needs a conservator or a trustee of their trust, they have some assets that might be a little bit complex, and there are legal reporting requirements. So we help many families administer their trust, their family trust, and also act as conservators […]

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Should I Agree to Be Trustee of My Relatives’ Trust for Their Kids?

This is an area that I find many people stumble into without really understanding the consequences of their accepting this appointment from a relative. If you’re not familiar with the fiduciary duties, the obligations that are imposed upon you when you accept the responsibility of managing someone else’s wealth, we really need to have a […]

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What Happens When a Trustee is Accused of Stealing?

Hi, I’m Reed Bloodworth, the managing partner of Bloodworth Law. Our new office is located at 801 N. Magnolia Avenue, Suite 216, in downtown Orlando, Florida. Our second office is located at 331 West Central Avenue, Suite 244, in Winter Haven, Florida. We handle many types of trust litigation cases and represent both plaintiffs and […]

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Removing a Trustee in California | Beneficiary Rights

In California, a trustee has a significant amount of control over the trust administration process. The trustee has the power to gather the assets of the trust, work with creditors, and distribute the trust assets to the beneficiaries. The trustee also owes the beneficiaries of the trust (and the trust itself) a fiduciary duty to […]

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Breach of Trust Triggers | Trust Accounting & Trustee Removal

We want the professionals serving us to aspire to and act consistent with the highest ethics and standards of their profession. Doctors should “first do no harm,” lawyers need to be honest with their clients, themselves, courts and juries, and trustees who manage trust assets must be honest and loyal in their administration. When trustees […]

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