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California Trust Administration Guidance for Trustees

Revocable living trusts are immensely valuable tools in estate planning.  During life, the trust’s grantor (a/k/a “settlor” or “trustor”) can continue benefiting from trust assets as a named beneficiary—and even continue controlling trust assets as trustee.  Upon death, assets held in the trust are excluded from the grantor’s probate estate, saving time and money and […] Read more