What if the trust you are set to benefit from is the subject of trust mismanagement?
If a trustee has mismanaged assets or property, which caused a significant loss of value, the first thing you want to do is determine how the estate was mismanaged.
Articles about Trust vs. Will
Are you a Victim of Undue Influence? Undue Influence Defined.
If your parent had previously executed a will, and you believe that it has since been changed, it is possible that he or she was the victim of undue influence. You may be able to contest the will in the probate court and have it rendered invalid.
Do I have a right to see a copy of a California trust if I am a beneficiary?
Generally, if you were the beneficiary named in a California trust, you have the right to see a copy of the trust instrument, provided that your rights have vested. If your rights as a beneficiary have vested, you can request a copy of the trust instrument directly from the trustee.
I suspect forgery of a will. What can I do?
Forgery of a will or trust in California can result in the rightful beneficiaries of a person’s estate not receiving the property that they are intended to receive.
What should I do if I am considering filing a lawsuit against the trustee of a California trust?
Filing a lawsuit against the trustee of a trust can be a costly endeavor. However, it also may be necessary to protect your interests and the assets held in the trust. If you think that you may need to engage in Riverside trust litigation, take these steps.
What should I do if some of the beneficiaries will not agree to a California trust modification?
Modifying an irrevocable trust is not a simple procedure. If changing trust terms were easy, it would increase the potential for the intent of the creator of a trust to be overlooked. California probate laws, however, do outline limited circumstances under which a trust can be changed or terminated.
I suspect that the trustee of a California trust is engaged in wrongdoing-More about requesting a bond
If you have reason to suspect that the trustee of a trust in San Diego is engaged in wrongdoing and you have an interest in the trust property, requesting a bond can provide some protection. A beneficiary can petition the Court to order the Trustee produce a bond. The bond serves as a safeguard. If the trustee engages in wrongdoing, the bonding company will pay the costs.
What should I do if a disabled person is about to receive an inheritance?
If a disabled person is about to receive a substantial inheritance, these assets can be lost if proper action is not taken. Receiving financial inheritances can result in a disabled person’s disqualification from receiving certain benefits, such as social security or Medi-Cal.