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Posts tagged "Trust Lawsuit"

Trust Beneficiary Rights | Fiduciary Responsibility

Beneficiary Rights and Fiduciary ResponsibilityTrust litigation lawyers, by default, become frequent advocates for the protection of trust beneficiaries and the assertion of their clients' rights. Ongoing complaints regarding the systemic overreach of banks, trust companies and California licensed professional fiduciaries acting as trustees are made at administrative levels and litigated, for the most part, at the probate court level.

Professional Fiduciaries' Priorities | Property or People?

Fiduciaries Trust Beneficiaries Litigation.jpgI'll start with a disclaimer. We represent beneficiaries who have been abused by banks, trust companies and professional fiduciaries.

How to File a Complaint Against a Professional Fiduciary Trustee

How to File Consumer Complaint against CA Fiduciary.jpgCalifornia "licensing is required for non-family member professional fiduciaries who serve as...trustees for at least four non-related trustors."

What Section of the Trust Shows the Distribution of Trust Assets to Beneficiaries?

What Section of the Trust Shows the Distribution of Trust Assets to Beneficiaries?Trustees are generally authorized by the terms of the trust or by statute to distribute trust assets, in kind, in cash, or both.

Do California Licensed Fiduciaries Put You First? | Aggrieved Beneficiaries

Do California Licensed Fiduciaries Put You First? | Aggrieved BeneficiariesDo California licensed fiduciaries put you first? They should - this is what the law says. This is their duty.

Failed Trust Accountings | Lack of Accurate Records

Failed Trust Accountings | Lack of Accurate RecordsWe often represent abused beneficiaries who are forced by trustee inaction to petition the probate court to order the trustee to account. The petition must follow the formalities set forth in the probate code.

HEMS Trustee Duties | The Need to Know Beneficiary Health

HEMS Trustee Duties.jpgAll of us have parts of our lives that are on "cruise control" - actions done with little reflection or consideration. We can make efforts to go beyond this.

Trust Beneficiary Delayed Distributions | Contingency Fees

Delayed Trust Beneficiary Distributions.jpgWhether it's nonchalance, contempt, self-interest or ignorance, delayed trust beneficiary distributions can be truly distressing. Timely trust distributions are welcome, but unfortunately trustees don't always act in the best interests of beneficiaries.

The Dead Trust Beneficiary's Gift | California Anti-Lapse Statute

CA Deceased Beneficiary Gift Anti-Lapse Clause.jpgGrandma and Grandpa have a trust. Their trust provides that at their first death, the trust assets will remain in trust for the benefit of the survivor. At the survivor's death, all trust assets are to be distributed in equal shares to their three children, Steve, Frank and Eve.

Income Beneficiary Trust & Estate Challenges | California

Income Beneficiaries Trust Estate Litigation.jpgIt's not easy to be a trustee - for a lot of reasons. Some particularly challenging aspects of the job involve trust beneficiary distribution decisions - decisions inherent to trust administration.

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