It is common for a trust beneficiary to be concerned their trustee is deviating from the…
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Should I Serve as Administrator of the Estate? Has your loved one died in California without…
Administering a trust that is the beneficiary of an IRA is not easy. Make sure you understand your role and get help if you need it.
The trustee of a trust has a fiduciary duty to act in the best interests of the estate and beneficiaries. As a result, the trust cannot intentionally harm the estate or the beneficiaries. Clearly, if the trustee is stealing from the estate, he or she is breaching fiduciary duty.
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.
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.
Probate attorney Scott Grossman explains what a no-contest clause really means and the difference in challenging a trust and challenging a trustee.
Attorney Scott Grossman discusses the two local rules in San Diego that affect two different types of petitions that can be filed in the probate court.
In situations where co-trustees of a trust are unable to get along during the trust administration process, the San Diego probate court can intervene and remove one or both of the trustees. Contact our office today for a free consultation.
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