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Improper Trust Accounting in California - 9 Red Flags Beneficiaries Shouldn't Ignore
When Orange County tax attorney Jackie Lowenthal embezzled $1.68 million from a client’s family trust in 2018, including using $1.1 million to purchase a residence in Coto de Caza and $500,00...
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Trustee Removal
Navigating Trustee Removal in California: A Step-by-Step Guide
You trusted that the person your parent named as trustee ...
May 29, 2026Beneficiary Rights
Understanding and Protecting Your Trust Beneficiary Rights in California
Your father passed away six months ago. He had a trust, a...
May 22, 2026Accounting Disputes
Accounting Disputes, Trust AdministrationImproper Trust Accounting in California - 9 Red Flags Beneficiaries Shouldn't Ignore
November 3, 2025
Trust Administration, Accounting Disputes, Trust Disputes, TrustsAvoiding Trust Accounting Disputes
August 14, 2020
Accounting Disputes, Missing Assets