8 Reasons to Involve the Probate Court in a CA Trust Administration
Many attorneys will list the avoidance of the probate court as one of the many benefits of setting up a trust in California. While this may be true in many cases, there are often times when you may need to Involve the Probate Court.
You may need to Involve the Probate Court in the administration of a trust for several reasons. These include:
- Determine whether a child or incapacitated adult qualifies for a special needs trust
- Appoint a trustee in the case of a special needs trust
- Review the accountings of a special needs trustee
- Make a determination as to the meaning of the language contained in a revocable trust
- Address allegations raised by a beneficiary of a revocable trust that a trustee is acting improperly
- Have a trustee removed, and a new trustee appointed if the beneficiary of a revocable trust is not happy with the current trustee
- Review the accounting of the trustee of a revocable trust
- Order a trustee to submit an accounting of a revocable trust
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