Disputes sometimes arise during the administration of an estate. When they do, consider mediation as a means for reaching a resolution.
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During a trust administration, beneficiaries may distrust the trustee. There are several options for resolving these issues in addition to pursuing litigation.
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.
Once an estate is closed, it typically remains that way. In some circumstances, however, the estate may need to be reopened. Learn more here.
During the probate of an estate, interested parties can petition the court to revoke the will. Minors are given a longer opportunity to initiate this action.
During some trust or estate administrations, there may be a guardian appointed over the estate of a beneficiary. This guardianship may also come to an end.
When petitioning the court for an oversight of a trust, you need to include certain information in your petition. Learn more here.
The trustee of a special needs trust must be careful when making distributions. If not, the beneficiary’s ability to receive benefits could be impacted.