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  1. 2 Ιουν 2023 · Trustee fees in California are as varied as the trustees themselves, often influenced by the nature of the trustee's role - professional or non-professional. Understanding this distinction and the costs associated with each can provide clarity when selecting the right trustee for your trust.

  2. 18 Οκτ 2022 · The California trustee fee schedule provides guidelines to calculate how much a trustee should receive. It is a reference for trustees to adhere to when paying themselves with trust funds and a way for beneficiaries to understand what is and isn’t reasonable compensation.

  3. 13 Αυγ 2024 · Courts typically consider the following when determining if a trustee’s fee is reasonable: Time and effort: The amount of time and effort the trustee has spent managing the trust. Complex trusts that require more time and expertise generally justify higher fees.

  4. 18 Απρ 2024 · While California law states that trustees are entitled to take a reasonable fee, beneficiaries can just as well object to their fees if they have good reason to do so, such as proof that the trustee had been engaged in fiduciary misconduct to misappropriate or misuse trust assets.

  5. 20 Σεπ 2023 · Explore how trustee fees work in California with Stone & Sallus. Learn about the regulations, factors influencing fees, and how to navigate trustee compensation.

  6. 10 Δεκ 2018 · California Probate Code section 15681 generally permits a “reasonable” fee, but the term is hazy in practice. Most California Superior Courts do not have fee guidelines in their local rules.

  7. 28 Ιουλ 2021 · When implementing an estate plan in California, it is essential to ensure that you receive the proper compensation for the amount of time and work you are putting in. The probate court will look through the amount you charge to see if it is reasonable, especially if the beneficiaries object.

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