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.
A person or organization that has been given responsibility for managing someone else’s property or money through a Trust. There are different types of trusts, including Totten Trusts, Special Needs Trusts, Testamentary Trusts, Living Trust, and many others. The type of trust will determine the exact actions a Trustee must take in order to perform their job.
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.
A trustee can purchase trust property. It is a complex transaction that requires careful adherence to the trust, local laws & fiduciary duty.
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.
Learn when someone becomes a de facto trustee, whether they can receive trustee fees, and how beneficiaries can challenge unauthorized actions
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.