Our legal operations continue. We are here for you. Read more

Blog Posts About Trust Beneficiaries

Let’s say that you find out that you’re a beneficiary of a $3 million trust.  There are three beneficiaries.  You’re supposed to get a million dollars at the end of this.  It’s a very happy, exciting day for you. You call the trustee’s attorney, and you say to the trustee’s…

Let’s say that you just found out that you’re the beneficiary of a $3 million trust fund, and there are a total of three beneficiaries. Each beneficiary stands to receive $1 million dollars. That is an exciting day that doesn’t happen to many people. You wonder when you are going…

What happens when a Beneficiary Kills the Trust Creator, the Settlor?  As you can imagine, that’s not a good thing.  So you shouldn’t go around killing people.  I shouldn’t have to tell you that. However, if you have a beneficiary who is found to have murdered the settlor, under California…

There are times when beneficiaries say that their trustee is claiming that the beneficiaries are harassing them. Whether it is harassment really depends on what the beneficiary is doing.  If the beneficiary is asking for reasonable information such as accounting information and copies of trust financial records, none of that…

California trust law creates a hierarchy among beneficiaries. That means not all beneficiaries are equal.  Some beneficiaries outrank others. Some beneficiaries have better rights than other beneficiaries. Current Beneficiaries The starting point is current beneficiaries, people who are named now who are supposed to be receiving something out of the…

Ok, so you’re a beneficiary and you just did a title search on the asset that’s in the trust and you find that it’s in the name of the trustee, who is your older brother perhaps.  And you say, “Wait a minute.  Why is the title to the trust asset…

In most cases, if a trust has bills that it has to pay or debts that have to be paid off, those things will be paid out of the trust estate by the trustee.  One of the trustee’s jobs is to pay for all the expenses and debts of the…