Beneficiary Horror Stories – Dealing with people who won’t do the right thing

Attorney Keith Davidson explains how beneficiaries can handle a trustee who refuses to do the right thing, according to the trust terms.

Transcript

[Music] Welcome beneficiary order stories today we're talking about every beneficiary's worst nightmare and that is dealing with the trustee who refuses to do the right thing if you're a beneficiary of a trust and you're entitled to receive money out of that trust the trustee is supposed to do that they're supposed to follow the trust terms give you your money especially if it's an outright distribution if it says that you're supposed to receive a gift outright they're supposed to give you that money they're not supposed to hold on to it indefinitely they're not supposed to refuse to give you any accounting information or financial information they're not supposed to refuse to talk to you if their trustee they can't do that and yet so many beneficiaries out there are dealing with these horror stories that happens everyday we get called hundreds of times every month about people who are dealing with their own version of the horror story and there is something you can do unfortunately it's gonna require you to go to court but if you go to court and you stand up for your rights I guarantee you that a judge is not going to let a trustee get away with doing the wrong thing especially if it's in violation of the trust terms so you have the ability as the beneficiary to put an end to your own beneficiary horror story by filing in court asking the judge to order the trustee to do the right thing and that ultimately is what's going to happen in your case Albertson and Davidson is here to help you fight for your inheritance check out al Dave law calm for our complete library of helpful legal videos and articles from your favorite California trusts and we'll litigation law firm Albertson and Davidson LLP.