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Trustee Duties

  • How to Access a Decedent’s Safe Deposit Box in California

    From the desk of San Diego Probate Lawyer, Kristina R. Hess: Research and contribution by Victoria Koenitzer How To Access a Decedent’s Safe Deposit Box in California If your loved one has recently passed away, the last thing you want to deal with is the hassle of figuring out how to access their safe deposit…

  • Trustee Compensation in California – What is Reasonable?

    From the desk of San Diego Trust and Probate Attorney, Kristina R. Hess With research and contribution by Klint LeBlang How Much Should a Trustee of a Trust Be Paid? Tom and Sue of La Jolla, California responsible parents and grandparents that they are, have recently updated their estate plan. *Tom and Sue are a…

  • San Diego Estate Planning: How to Choose a Trustee?

    From the desk of Del Mar Estate Planning Attorney, Kristina Hess (serving California) Sam and Sally of Rancho Santa Fe, California are setting up an Estate Plan and the first question they have is, ” how do we choose the right trustee to manage our living trust?” I am glad they asked and you may…

  • Wow! $95 Million Judgment; $5 Million in Punitive Damages

    From the desk of Del Mar Estate Planning lawyer, Kristina Hess, preparing estate plans for all of San Diego County (and virtually throughout CA)… I was reading a recent appellate court decision regarding the appeal of a $95 million dollar judgment for Breach of Trust… This has to be one of the worst cases of…

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