Under the laws governing wills and trusts in California, a beneficiary may be disqualified from receiving an inheritance in certain circumstances. For this reason, other beneficiaries or the executor or trustee of an estate or trust may bring forward a San Diego probate litigation matter.
Articles about Beneficiary Rights
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.
In some circumstances, you may need to be a vested beneficiary in order to bring an action against the trustee of a trust in California. Whether you can bring such an action depends on the facts and circumstances surrounding your matter, the terms of the trust, the nature of your claim, and the laws of the state of California.
Wondering if you have grounds to pursue a lawsuit against a San Diego trustee for distributing your inheritance to the wrong party? View here for more.
If you are suspicious about a loved one’s changed life insurance policy beneficiary designation, take action. Taking these steps could help with legal action.
When a trustee mismanages assets or refuses to comply with trust terms, beneficiaries have several options. Consider asking the court to remove the trustee.
A power of attorney is a common document used in an estate plan. Unfortunately, there are several reasons why this document may be used for financial abuse.
If a de facto trustee in California takes a trustee’s fee from a trust, does it violate California trust law?
Whether or not a person rightfully took trustee’s fees from a California trust depends on the terms of the trust instrument and whether or not the person was a named trustee in the document, a de facto trustee, or a trustee de son tort.