8 Reasons to Involve the Probate Court in a CA Trust Administration

Many estate planning 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 the probate court does get involved with the administration of a trust. If you think you may need court involvement relating to a trust, consult with an experienced San Diego trust attorney for guidance in pursuing an action.

The California Probate Court may become involved in the administration of a trust for several reasons. These include:

  • To determine whether a child or incapacitated adult qualifies for a special needs trust
  • To appoint a trustee in the case of a special needs trust
  • To review the accountings of a special needs trustee
  • To make a determination as to the meaning of language contained in a revocable trust
  • To address allegations raised by a beneficiary of a revocable trust that a trustee is acting improperly
  • To have a trustee removed and a new trustee appointed if the beneficiary of a revocable trust is not happy with the current trustee
  • To review the accountings of the trustee of a revocable trust
  • To order a trustee to submit an accounting of a revocable trust

If you are the beneficiary of a California trust and you think you may need to pursue litigation, review our article Starting a California Trust Contest. The article addresses the steps to take to initiate a matter.

For more information about trust litigation matters, view our free book, Trust and Will Litigation in California, which helps beneficiaries learn how to get their rightful inheritance. For protection of your legal rights and assistance in filing an action, contact an experienced San Diego trust litigation attorney at the Grossman Law Firm. Call our office today at (888) 443-6590.

 
Scott Grossman

Scott Grossman

Attorney

The Grossman Law Firm, APC · 525 B Street, Suite 1500, San Diego, CA 92101 · (951) 523-8307