David W. Tate, Esq. – blog posts re the new California directed trust provisions.
From October 30, 2023 through February 27, 2024, I made several blog posts in which I
discussed the new California directed trust provisions. Below I have provided those posts in one
document for ease of reading, beginning with the first post on October 30, 2023, and ending with
the last two posts on February 27, 2024. There are a total of seven posts.
David Tate, Esq. (and inactive CPA) Email: dave@tateattorney.com
Note: I have joined the McDowall Cotter law firm (San Mateo, California) https://www.mcdlawyers.net/

My practice primarily includes the following:

Probate Court related disputes and litigation – probate, trust, estate, will, power of attorney, elder abuse, real property and conservatorship disputes, conflicts and litigation, and challenging and contentious administrations.

Business disputes and litigation – primarily breach of contract litigation, internal co-ownership disputes, and contentious officer, director, board committee, conflict of interest, workplace, and governance disputes, conflicts, and litigation.

Real property disputes and litigation – primarily co-ownership and joint-ownership disputes, conflicts and litigation, and sales and purchases that go wrong.

Mediator services.

The following are my seven, recent California directed trust posts:

Remember, every case and situation is different. It is important to obtain and evaluate all of the evidence that is available, and to apply that evidence to the applicable standards and laws. You do need to consult with an attorney and other professionals about your particular situation. This post is not a solicitation for legal or other services inside of or outside of California, and, of course, this post only is a summary of information that changes from time to time, and does not apply to any particular situation or to your specific situation. So . . . you cannot rely on this post for your situation or as legal or other professional advice or representation, or as or for my opinions and views on the subject matter.

Also note – sometimes I include links to or comments about materials from other organizations or people – if I do so, it is because I believe that the materials are worthwhile reading or viewing; however, that does not mean that I do not or that I might not have a different view about some or even all of the subject matter or materials, or that I necessarily agree with, or agree with everything about or relating to, that organization or person, or those materials or the subject matter.

* * * * *