Αποτελέσματα Αναζήτησης
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.
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.
10 Δεκ 2018 · 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 estate.
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.
If the trust document doesn’t specify the amount of a trustee fee, California Probate Code 15681 states that a trustee is “entitled to reasonable compensation under the circumstances”. Many trusts define an acceptable trustee fee as a percentage of the total trust assets.
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.
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.
