When a trustee engages in activities that benefit the trustee without regard for the beneficiaries, the trustee has committed a breach of fiduciary duty in California.
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One such a mistake occurs when successor trustees make a distribution of trust assets to the wrong beneficiary. Read more here.
some trusts contain a provision that is designed to prevent creditors from invading the trust property. This provision is known as a “spendthrift provision.”
While overturning a beneficiary designation of a life insurance policy is not a simple matter, it can be done if you can demonstrate that the change resulted from undue influence. Consider asking yourself the following questions:
As part of the petition for probate, the petitioner must list all of the named beneficiaries in the decedent’s will or codicil. Issues can arise when determining who to list in this section.
Pursuing a legal action as a result of a trustee or settlor’s alleged mental incompetence is an uphill battle. Here we discuss defending against a claim.
What can a beneficiary do if a trustee commits a breach of his or her duties during trust administration? There are various options available.
What are some of the common terms that are often used during a trust and estate administration? The following is an overview.
Riverside trust attorneys at The Grossman Law Firm discuss what to do if you think a trustee is mismanaging the trust they are administrating.
Contingency fee agreements in California probate litigation and trust litigation cases