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Trustee Duties
COUNSEL AND LEGAL ADVICE FOR TRUSTEES
Trustees are charged with numerous responsibilities and the failure to fulfill any of those responsibilities could subject the trustee to legal recourse by the trust’s beneficiaries. For this reason, it is highly advisable that anyone serving as a trustee or administering a trust seek legal assistance and counsel to ensure that he or she understands and fulfills the many obligations given to trustees.
There are three sources for a trustee’s obligations:
- the trust agreement
- statutory law (found in California Probate Code sections 16000 – 16105)
- case law
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Jonathan Huber provided expert legal advice, in a timely fashion and guided us through the entire process with genuine concern and attention to detail. We’d highly recommend his services.
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Jonathan Huber and his staff made it easy to get our trust set up through his office.
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