Should my Trustee be diversifying Trust assets? The answer depends in most cases, but typically, yes.
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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.
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.
Is Separating and Identifying Trust Property Necessary? A Trustee must identify and keep trust property separate from the Trust.
When a trustee won’t distribute your inheritance to you, you may decide to file a petition with the probate court to compel a distribution.
Table of Contents Key Takeaways What California Law Requires from Trustees The Trustee’s Fiduciary Duty When…