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Browse below for news, legal insights, information on presentations and events, and other resources from the Weintraub Tobin legal team.

The California Trustee Survival Guide: Duties, Dangers and Defense

Published: February 12, 2026

by Uri Grant
Trusts & Estates Legal Updates

Being named a trustee in California is an honor that carries serious legal responsibilities because your actions determine whether families experience smooth trust administration or costly litigation. Understanding your fiduciary duties under California’s Probate Code isn’t optional: failure to comply can result in personal liability, removal from your position, and an obligation to reimburse the trust for losses you caused.  

Here is a guideline of the essential trustee duties every California fiduciary must know to understand trustee responsibilities, administer an estate with confidence, and avoid the mistakes that lead to costly beneficiary disputes and legal action. 

Part 3: The OBBBA Tax Series – Tax Breaks for Entrepreneurs and Venture Capitalists – QSBS Expanded

Published: September 22, 2025

This is the third and final installment in our multi-part series exploring the key implications of the One Big Beautiful Bill Act (OBBBA).  This follows parts 1 and 2 of this series which discussed the no tax on tips and overtime provisions, SALT deduction, PTET Credit, and the excise tax on compensation for nonprofits. These issues were also discussed in our OBBBA webinar held on July 24, 2025 shortly after the bill went into effect.  This article will discuss the expanded qualified small business stock (QSBS) provisions.

Part 2: The OBBBA Tax Series–What Nonprofits Need to Know About the Excise Tax

Published: September 3, 2025

This is part 2 of Weintraub’s series covering the major changes from the OBBBA. This follows our initial article where we discussed the no tax on tips and overtime provisions, the SALT deduction, and the PTET Credit. These provisions, as well as the topic of our article, were discussed in our OBBBA webinar held on July 24, 2025 shortly after the bill went into effect. In this article we will discuss the OBBBA’s impact on the excise tax on excess remuneration for employees of nonprofit entities.