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Fees Beneficiaries

Allen Barron, Inc.

The Importance of Succession Planning for Business Owners

Allen Barron, Inc. on

What is the importance of succession planning for business owners? Why should you be concerned about the development and implementation of succession planning if you own a business or a significant interest in an LLC, S...more

Cozen O'Connor

If Your Condo or Coop Utilizes CSC ServiceWorks, Inc., Act Now for Class Action Benefits

Cozen O'Connor on

If your condo or coop utilizes CSC ServiceWorks, Inc. (CSC) for laundry services, your condo or coop may be able to benefit from a class action settlement if you act now. A class action suit against laundry machine services...more

Holland & Hart LLP

When are Termination Fees Reasonable?

Holland & Hart LLP on

Professional trustees and financial institutions acting as trustees often include a “termination fee” as part of their published fee schedules. Contrary to the name’s suggestion, a trustee might charge the fee not only at...more

Chambliss, Bahner & Stophel, P.C.

A Brief Overview of a Trustee's Duties

If you have been appointed the trustee of a trust, it is a strong vote of confidence in your judgment and trustworthiness. It is also a major responsibility. A trust is a legal arrangement through which one person (or an...more

Downey Brand LLP

How Do I Evaluate and Dispute a California Trustee’s Fee?

Downey Brand LLP on

This blog post considers a trustee’s fee from the beneficiary’s perspective. Under California law, a trustee generally can set his or her own fee and collect it without prior disclosure to the beneficiaries. What can a...more

Downey Brand LLP

Trustee Fees in California – Tips for Family Member Trustees

Downey Brand LLP on

What is a reasonable trustee’s fee in California for a family member who acts as trustee? We see a high degree of conflict over this issue even when the amount of the claimed fee is small compared to value of the trust...more

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