California trust and estate disputes may be avoided or resolved with the appointment of a private professional fiduciary to act in an oversight role with respect to an elder’s care and/or finances. In a recent post, we suggested the use of professional fiduciaries or bank trust departments to resolve conflicts among family member co-trustees.
Here we’ll focus on professional fiduciaries as an option, drawing on our experience as trust and estate litigation attorneys. We usually represent family members in conflicts. Sometimes we represent professional fiduciaries.