Is Separating and Identifying Trust Property Necessary? A Trustee must identify and keep trust property separate from the Trust.
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In order to obtain a surcharge from a dishonest or neglectful trustee, a beneficiary should consult with an attorney to file a claim.
When a trustee won’t distribute your inheritance to you, you may decide to file a petition with the probate court to compel a distribution.
Table of Contents Key Takeaways What California Law Requires from Trustees The Trustee’s Fiduciary Duty When…
Trustees of California trusts must be very careful to abide by the law and not favor any one beneficiary over another. If one beneficiary benefits to the detriment of another, the trust administration becomes ripe for litigation.
Are you attempting to probate the estate of a loved one and confused about the notice requirement? View here for five tips from a San Diego probate lawyer.
In California, trust contests begin with a petition in probate court. Be sure to include key facts and file in a timely manner. Read on for more information.
As a trustee, you must perform your duties in accordance with a certain standard. Understanding this standard is crucial to avoiding liability.
A trustee can be temporarily suspended during the trial to have the trustee removed. Find out why you may want to consider filing a petition to do this.
Under California trust law, trustees have an obligation to fulfill certain duties. In 1995, California adopted its own version of the Uniform Prudent Investor Act, imposing a prudent investor rule. Learn more here.