Category: Trust Beneficiary

Attorney Rankings Courtroom

How hard is it to sue a Trustee? In this video we describe some of the hurdles you will face in suing a Trustee for breach of Trust.

property

Can a Trust beneficiary live rent free in a real property owned by the Trust? How about the Trustee who is also a beneficiary, can he or she live in real property rent free? The answer is no, but then again maybe. Wait this sounds confusing, so let’s break it down a bit. While the […]

know your rights

Every San Diego Trust beneficiary is entitled to three basic rights: right to information, right to distribution of your Trust assets, and the right to be treated fairly. If one of these three basic rights is not given to you, you are probably being abused.

bank

A San Diego omitted spouse can be a big surprise. In California, if you create a Will or Trust and then get married, your new spouse is entitled to an intestate share of your estate even if the Trust or Will does not name them. Time to update your estate plan!!

free rent

If you are a Trust beneficiary do you have the right to live in Trust property rent-free? What if another beneficiary is occupying real property of the Trust, can they do that rent free? Find out more in our latest video.

trustee

If you are the beneficiary of a San Diego Trust that gives the Trustee the power to make discretionary distributions to you, you may have more rights than you think. While Trustee’s can use discretion to make distributions, they cannot refuse to distribute for no reason at all. In this video we describe some of […]

tightrope

Some Trust administrations go smoothly and others devolve into all-out warfare in Court, but somewhere between harmony and all-out war stands troubled Trust administrations. Those are the Trusts where the Trustee and the beneficiaries can’t seem to agree on anything. Where information is not easily shared, decisions are questioned, and everything seems to be hostile. […]

inherit

Do you have a right to inherit from your parents just because you are a child? Or can your parents disinherit you for any reason, or no reason at all? In this video we describe your right to inherit.

As if Trust law wasn’t confusing enough already, here’s a little known twist on how to change or simply terminate your revocable Trust. Once a revocable Trust is created, you retain the power to either amend the Trust and change its terms around, or to terminate the Trust altogether (referred as revoking the Trust). But […]

your rights

Many Trusts use the term “right of representation”, but what does it mean and how does it affect what you will receive under your Trust document? In this video, we discuss the important right of representation.