Table of Contents Key Takeaways What the Duty of Loyalty Means Under California Law How Trustees...
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Trustees must share certain information with the beneficiaries of a trust during a trust administration. This is a fundamental right of a beneficiary.
Should my Trustee be diversifying Trust assets? The answer depends in most cases, but typically, yes.
What is a breach of fiduciary duty in CA, and what can beneficiaries do when a trustee violates their legal obligations? Learn the signs…
Can you contest a trust in CA? Learn the common legal grounds—lack of capacity, undue influence, fraud, mistake, and duress—and what beneficiaries must prove to challenge a trust.
What is trustee de son tort in California, and can beneficiaries sue for trustee fraud? Learn how unauthorized actors become liable for breaches of trust and what legal remedies beneficiaries can pursue under California law.
What does it mean for a trustee to manage trust property productively in California? Learn what the law requires and what beneficiaries can do if duties are breached.
Can a trustee delegate tasks? A trustee cannot escape liability by transferring the trustee’s office to another person.
Can you sue a family member for breach of fiduciary duty in CA? Yes, learn the duties they must follow and when you can take action.
If a trust is being administered in California, then the trustee has a duty to administer the trust according to the terms of the trust.