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.
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The Estate of Giraldin allows California beneficiaries to sue trustees for misconduct that occurred before the settlor’s death.
Understand the stages of California trust litigation, from filing a petition to trial and appeal. Learn what to expect and how to protect your rights.
Can a trustee also be a beneficiary in California? Learn the legal risks, fiduciary duties, and what happens if conflicts of interest arise.
Learn when and how to appeal a trust or estate dispute in CA. Understand appealable orders, strict filing deadlines, and what happens if you miss them.
Mediation can be a useful tool during a litigation matter. View here for eight facts about mediation from a San Diego probate court attorney.
California courts usually avoid supervising trusts. Learn when court involvement becomes necessary during trust administration.
California trustees must keep accurate trust records and receipts. Learn why proper recordkeeping matters and how poor records lead to disputes.
A trustee can be forced to pay money to remedy a breach if a judge orders a fiduciary surcharge. View here for more from a San Diego trust litigation attorney.
What power does a trustee have under CA law? Learn where trustee authority comes from, its legal limits, and what beneficiaries can do…