Report

Trust Administration in California: Trustee Duties and Responsibilities

 
Since trusts describe a fiduciary "relationship" between the person holding legal title to property for the benefit of another and the beneficiary, the trustee has various fiduciary duties that are owed to the beneficiaries of the trust. Failure to uphold these fiduciary duties can result in very serious consequences to the trustee.

Agenda

Trustee Duties and Responsibilities
Trustee’s Standard of Care
Screening Trusts for Acceptance of Fiduciary Responsibility
Delegation of Duties

Faculty

Mara M. Erlach

Mara M. Erlach

Greene Radovsky Maloney Share & Hennigh LLP

Mara M. Erlach, Esq.

  • Senior counsel at Greene Radovsky Maloney Share & Hennigh LLP, in San Francisco
  • Practices exclusively in the field of estate planning and trust administration
  • Conducts regular seminars and presentations on estate planning topics
  • Author of several publications related to estate planning law
  • Member of the California State Bar, San Francisco Bar Association (Trusts and Estates Section) and the San Francisco Estate Planning Council
  • J.D. degree, UC Davis School of Law, 2002
  • Can be contacted at 415-248-1520, 415-981-1400 or [email protected]

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