Many times, a Trustee will get themselves into trouble because they will take some action that is a conflict of interest. A Trustee is a fiduciary of the Trust. That means that they owe a duty to the Trust and to the Trust beneficiaries to treat them fairly, to do the right thing. And one […]
How do you handle bad trustees? We do many, many consults with clients where they come in and say: “I’m the beneficiary of a trust, I have a right to these assets, and the trustee’s refusing to distribute those assets to me; what am I to do?” Many people think that we, as lawyers, can […]
What is the difference between lack of capacity and undue influence? We talk a lot about these concepts on our videos, our blog, all of our websites, because it really is the most important part of a Trust or Will contest. We’re almost always bringing a claim to try to overturn a Trust or Will […]
How hard is it to obtain your California inheritance? That’s really a loaded question because our law firm deals primarily with clients who have a difficult time obtaining their inheritance. That’s why they come to us because they have some sort of problem that is preventing them from getting the money that they deserve – […]
Must you always go to court to receive your inheritance under a trust? For example, say that you’re the 50% beneficiary of a Trust, but the Trustee refuses to distribute your assets to you. It’s been three years since your Mom or Dad passed away and there’s no reason for your sibling, the Trustee, to […]
How do you get your inheritance in California? That can be a confusing question because it really depends on the type of assets you are inheriting. You may be receiving assets from a Trust, Will, life insurance, paid-on-death account, joint tenancy account, or others. Each asset has its own set of rules for how it […]
