Category: Trust Litigation
A trustee may hold significant power over a trust, but he or she is also performing a juggling act when it comes to their myriad legal obligations to the trust and its beneficiaries. If they drop just one of these
By creating a family trust, you can protect your family – and your wealth – even when you are no longer around to do so yourself. A trustee’s responsibility is to ensure that he or she administers the family trust
California trust litigation is an expensive and drawn-out process, which makes beneficiaries feel like it is not an option. But this should not deter you from defending your rights. Many people ask, Who pays legal fees in a trust dispute?
If you have a brother or sister, you know it can be hard to get siblings to agree about anything, let alone what to do with inherited property. Following the loss of a loved one, complex emotions are at play that
As we age, we often rely on others to assist us with maintaining our independence. Unfortunately, many seniors encounter caregivers who take advantage of their vulnerable state to financially benefit themselves. The good news is that, for beneficiaries, caregiver inheritance
Trustee duties in California are legal obligations placed on trustees to protect the interests of beneficiaries and the trust. If a trustee fails to fulfill these duties, then the trustee is in breach of his or her fiduciary duty. When
Trustee duties in California are crucial legal obligations trustees must uphold in order to properly and fairly administer a trust for the benefit of a beneficiary. A trustee’s failure to fulfill such fiduciary obligations constitutes a breach of fiduciary duty.
A corporate trustee is, in some ways, similar to a regular trustee. Expertise distinguishes them. While this specialized experience typically instills confidence in their abilities, it is not uncommon for beneficiaries to sue. For corporate trustees, it is crucial to
For beneficiaries, trust accounting is a crucial defense against underhanded or negligent trustees. This legal tool is an extension of one of the most important trustee duties in California for beneficiaries to understand: The duty to keep beneficiaries reasonably informed.
In the wake of a loved one’s passing, it is normal to feel complex emotions. Unfortunately, these complicated emotions can complicate sibling relationships, especially when it comes to inheritance. This added emotional wrinkle is often at the heart of siblings