TRUSTEE ACCOUNTING ENFORCEMENT
Enforce your right to transparent, timely financial reporting by compelling trustees to provide the full accounting you deserve.
TRUSTEE ACCOUNTING ENFORCEMENT
Enforce your right to transparent, timely financial reporting by compelling trustees to provide the full accounting you deserve.
Accounting Assurance for Beneficiaries
As a beneficiary, you’re entitled to a trustee’s accounting on an annual basis, at the trust’s termination, and if the trustee changes. If the court mandates a trustee to provide accounting, those obligations can’t go neglected – and if they aren’t carried out, you have the right to legally enforce those duties through a court order. This is where our trustee accounting enforcement services come in.
Successor trustees, oftentimes the children of a trust owner, are held to a certain standard by their beneficiaries. While not all beneficiaries are entitled to automatic accounting, the court may still force the trustee to provide accounting services or information that hasn’t yet been shared through trustee accounting enforcement.
How We Help Beneficiaries Enforce Trustee Accounting Obligations and Challenge Inaccurate Accountings
Gokal Law Group can ensure transparency and accuracy in trustee accountings to safeguard your inheritance.
Written Demand
We can guide you through formally requesting a trust accounting by sending a written demand to the trustee. The trustee will then have 60 days from the date of the demand to provide the accounting.
Petition to Compel
If the trustee fails to provide the accounting within the aforementioned 60-day window, our team can walk you through the process of filing a petition with the court to compel the trustee to provide the accounting.
Court Order
The court will then order the trustee to prepare and file the accounting, and they may also order the trustee to pay your attorney fees and costs for bringing the petition. Our team will then pore over the accounting to ensure accuracy and compliance and identify signs that could indicate a more severe breach of fiduciary duty.
Litigation
A trustee who is refusing or failing to provide an accounting is often not upholding their fiduciary duty in other areas. If this is the case with yours, our seasoned legal team will devise a legally sound strategy based on the breach of duty, investigate your case thoroughly to compile evidence, represent you in mediation to ensure your voice is heard, and, if necessary, advocate for you in court with aggressive legal representation to protect your inheritance.Ensuring Trustee Accountability Through Enforced Financial Transparency
Protecting You Against Negligence & Mismanagement:
In representing beneficiaries such as yourself, Gokal Law Group is experienced in obtaining court orders for trustee annual accounting duties. Contact us today for a consultation on your case.
Expert Resolution of Estate Business Conflicts
Another type of estate related business disputes involves creditor claims or disputes over money owed by the decedent resulting from the decedent’s business transactions.
This can be tricky because the decedent is no longer able to tell his or her side of the story. This requires conducting a forensic analysis of past business records to understand the truth of the matter.
Navigating Diverse Business Litigation & Disputes
Other types of business disputes that Gokal Law Group handles include:
- Business Torts - financial loss because of another business’ misconduct
- Employment Disputes
- Contract Disputes
- Disputes related to a Purchasing Assets
- Partnership Disputes
- Real Estate Disputes
If you’re struggling with a business dispute due to the death of a decedent, don’t hesitate to call our offices for an immediate consultation.
What Our Clients Are Saying
Frequently Asked Questions
What is trust litigation for nonprofits?
Nonprofit trust litigation refers to situations in which a nonprofit organization has been made the beneficiary of an estate and is due to receive a bequeathment or endowment; however, there are other parties who dispute the trust and spur legal proceedings. In some cases, these disputes are solved in mediation between the beneficiaries, but sometimes they go before a court.
What is our risk if we don’t hire lawyers?
If you don’t work with a lawyer who specializes in nonprofit trust litigation, you may risk losing some or all of the bequeathment that’s been left for you. Furthermore, trust administration may be a complicated process, especially when estate disputes erupt, and without experienced legal representatives you may be at a serious disadvantage in court proceedings.
How can we justify the expense of litigation? We’re not a billion-dollar nonprofit.
Gokal Law Group offers a free consultation with one of our attorneys to determine if nonprofit trust litigation makes sense for you. After reviewing your case and discussing your financial circumstances, we will advise you on next steps to achieve the best possible outcome for your situation.
At what point should we get a legal team involved in the process?
You should hire legal counsel as soon as you’ve been informed that your non-profit will be a beneficiary of a trust or will. nonprofit trust attorneys will make sure that your organization is represented in all crucial proceedings and that the estate is being fairly administered.
Learn More About Trustee Accounting Envorcement
What Damages Are Recoverable for Breach of Fiduciary Duty Penalties?
When a trustee breaches their fiduciary duty, it can feel like a deep personal betrayal – especially when the trust was created to protect your future. Many beneficiaries believe they have little power to fight back, but the truth is,
What Happens if a Trustee Steals from a Trust in California?
Trustees hold a position of extraordinary responsibility — and with that comes access to the trust’s bank accounts, real estate, investments, and personal property. While the law imposes strict duties to safeguard these assets, some trustees abuse their authority. Trustee
Does Your Trustee Keep You Up-to-Date?
Obtain a Court Order with Gokal Law Group