Demand Letter for the Copy of a Trust To: From: Date: Subject: Please Provide True Copy of California Trust Under California Probate Code Section 16061.7, the Trustee of a California Trust is required to provide all beneficiaries and heirs with a true copy of the Trust documents, including any amendments, 60 days after the settlor’s […]
Category: Trust and Will Lawsuits
It can be extremely difficult to witness a sibling (or other bad individual) negatively influencing an elderly parent and potentially interfering with your expected inheritance. Unfortunately, preventing another person from coercing an elderly parent be extremely difficult. The legal options available to intervene during the grantor’s lifetime are limited if the grantor is still cognizant […]
Every Trust has written direction to the Trustee that sets forth how the Trust assets must be distributed to the Trust beneficiaries. Sometimes the assets are set to pass “outright and free of trust.” That just means the beneficiaries receive the assets in their own name. For example, if the Trust has 100 shares of […]
In our modern age, texts and emails can be a benefit or a huge detriment to your Trust litigation case. There are times when the written word will back up your story, and then there are times when we send texts or emails that don’t look so good in the light of day. We’ve all […]
If you are a beneficiary of a Trust in California, you have legal rights. Below is a list of some of a California Trust beneficiary’s basic rights. Obtain Copies of Trust Documents Trust beneficiaries are entitled to receive copies of the Trust documents. Beneficiaries should receive copies of the Trust when either: The Trust (or […]
So, you need a new Trustee and you don’t like the next person named, huh? Removing a Trustee is never easy, but why bother even trying if the next person named to act as Trustee is no better than the currently acting Trustee? Well, you may be in for a nice surprise. When a court […]
Suppose you have fought a long, hard fight in court and taken your Trustee all the way to trial. You win the trial, obtain a court order, and now the Trustee refuses to comply with the terms of the court order. What do you do? There are several options you must enforce a court order […]
In California, married couples typically create a joint Trust—One Trust where both husband and wife are the settlors, beneficiaries, and trustees. They transfer all of their property into the joint Trust and the Trust is revocable during their lifetime. That means it can be changed or terminated while they both are alive. Nothing set in […]
You must have evidence if you want to win at trial. But what is evidence? There are three types of evidence: facts, witnesses, and documents. And most facts will be introduced at trial through either a witness or a document, or sometimes both. Evidence further comes in two broad varieties: direct and circumstantial. Direct evidence […]
If you are a party to a Trust lawsuit will your case help all the Trust beneficiaries? The answer is a definite maybe. There are times when your lawsuit could help other beneficiaries that did not join the case, but there are also times when the non-participating beneficiaries could be left out in the cold. […]