Category: Trust Litigation
If you are not named as a beneficiary of a trust, it may seem like you have no right to challenge it. In many situations, this protects both beneficiaries and the trust. But sometimes, non-beneficiaries have a legitimate claim to
When someone is appointed as trustee, this signals a belief in their abilities and integrity. Trustees have wide access to substantial assets and funds and hold a tremendous responsibility to the trust and its beneficiaries as they manage the trust.
Is a trustee refusing or failing to communicate with you or other beneficiaries? Whether they are not telling you what assets a trust holds or how they are investing those assets, per California trust law, trustees must communicate with beneficiaries
If you and your siblings have recently inherited an asset from a deceased family member, it is common for disagreements to arise, especially regarding the sale of the asset itself. In the wake of losing a loved one, these rifts
When you are the beneficiary of a trust, the trustee wields considerable power and influence over your inheritance and trust assets. But they also have several duties they must uphold, all of which serve as a crucial protection for you
When your parent passes away, you and your siblings may become closer than you’ve ever been. But sometimes, in the wake of a parent’s passing, old sibling rivalries surface and cause a rift between them. Whether it’s because one sibling
As a beneficiary, it can feel like trustees wield all the power, but know that probate law is on your side. Trustees have a legal obligation known as their fiduciary duty to maintain transparency and provide beneficiaries with information about
A trustee must perform a balancing act when administering the trust. Their obligations include managing trust assets, acting in the best interests of the beneficiaries and trust, and fulfilling their fiduciary duties. Because of this, many beneficiaries wonder, Can a
If you married someone who passed away before they could write you into their will or trust, it is important to understand how California trust law works. In these situations, it is unfortunately common for former spouses and heirs to
When someone is appointed trustee of a trust, they have considerable power over the assets and property it holds. This includes the authority to sell trust property and make transactions using the assets to keep the trust profitable. A trustee