Probate potpourri

A Probate Potpourri

This week we looked for cases (and stories) illustrating important principles from probate court. We found a surprising batch of cases, and wanted to share them all. Hence this probate potpourri. We have four cases (from California, Louisiana, Maine, and New York) to share with you. California: “right of survivorship” may not mean what it…

Fiduciary fees

Fiduciary Fees — Can You Charge, and How?

When someone acts as fiduciary — as trustee, personal representative, conservator or agent under a durable power of attorney, they might want to charge for their work. How do they set their fiduciary fees, and what are the rules? In this podcast episode, we discuss fiduciary fees, and what you might reasonably expect. Necessarily we…