Determining Reasonable Compensation for a Professional Trustee
During a trust administration, a professional trustee may serve alongside a loved one of the decedent. Reasonable compensation is not always obvious.
Articles about Overview
Know What to Do With Spouses and Deceased Beneficiary’s Share of an Estate
If a deceased beneficiary of an estate has a spouse, he or she may not be entitled to the decedent’s inheritance. It is important to understand the laws.
Trustees Must Keep Accurate Trust Records During Administration
When administering a trust, you will encounter various expenses along the way. It is important to keep accurate records and receipts throughout the process.
What is the difference between trust litigation and financial elder abuse litigation?
Generally, from a beneficiary’s perspective, the difference between trust litigation and financial elder abuse litigation is when the money or property was wrongfully taken.
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.
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.
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.