Can an irrevocable trust be challenged in CA? Learn five key questions that may determine whether trust assets are vulnerable to a lawsuit.
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Learn how long you have to sue a trustee in California and when the deadline starts for trust litigation claims.
Probate attorney Scott Grossman explains what a no-contest clause really means and the difference in challenging a trust and challenging a trustee.
Learn the most common trustee accounting errors in CA and why mistakes in trust accountings can create disputes or delay distributions.
Suspect trustee mismanagement in California? Learn the warning signs, legal remedies, and how beneficiaries can recover trust losses.
Failing to file the required tax returns may constitute a California breach of trust under state law. Trustees typically have a duty to file tax returns and pay any taxes that are due.
The Estate of Giraldin allows California beneficiaries to sue trustees for misconduct that occurred before the settlor’s death.
California trustees must keep accurate trust records and receipts. Learn why proper recordkeeping matters and how poor records lead to disputes.
CA does not provide a court form to contest a trust. Learn how trust contests are filed by petition and what probate courts require…
Are CA trustees required to use professional skills? Learn when failing to do so may breach fiduciary duties and what beneficiaries can do…