What do you do when the trustee will not give you a copy of the trust?
First, never take “no” for an answer. If you are a trust beneficiary then your common sense tells you that you are entitled to get a copy of the trust. You are right.
Articles about Breach of Duty
Before you Accuse Someone of Forging Documents in a Will
Accusing someone of altering or forging documents in a decedent’s Will or Trust is an extremely serious allegation.
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.
What steps should I take if I suspect a breach of fiduciary duty in probate while the settlor of the trust was still alive?
With the recent decision of the California Supreme Court in the case involving the Estate of Giraldin, beneficiaries now have even greater rights against trustees.
I suspect the trustee of a California trust is abusing trust funds. Which option should I pursue for protection?
Understanding what the right step is when you suspect trustee wrongdoing requires the guidance of an experienced San Diego probate court attorney. Trust litigation often can take several months, even years. When you are concerned that trust assets are being abused, it is therefore vital that you act quickly.
Options for What to Do When a Trustee Stops Paying Taxes
If a trustee fails to pay taxes, what options does a beneficiary have? There are several, including removing trustees and holding them personally liable.
Trustee Removal for Asset Mismanagement May Be an Option
When a trustee mismanages assets or refuses to comply with trust terms, beneficiaries have several options. Consider asking the court to remove the trustee.
Who Might Be Responsible for Theft From an Estate
Theft is a common reason for trust and probate litigation. Learn more about the surprisingly large group of people may be potentially responsible.