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.
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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.
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.
Unfortunately for the rightful beneficiaries of an estate, even a frivolous will contest in San Diego will cost money to defend. Contact our office to schedule a case evaluation today.
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.
If there is a problem with a trust that you are an interested party to, you have several options. Trust reformations or modifications are two possibilities.
When filing a petition to initiate a lawsuit involving a trust, you must state your claims. You do not need to prove these claims are true at this stage.