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July 2014 Archives

A Trustee's Duties In California

A man was cited as an executor of his aunt's estate. The aunt passed away leaving a distributable estate consisting of $125,000 cash. The man probated the will and was appointed executor. Then, the man borrowed $90,000 in cash from the estate ad and invested the money in a natural gas operation, which turned out to be lucrative. Within three months of making the investment, the man sold the interest in the mining operation for $180,000 and repaid the estate the $90,000 he borrowed. However, the man retained the balance of the proceeds for his personal use.

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