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Blog Posts About Trustee Breach

You know what needs to be done. A house needs to be sold, a stock portfolio needs to be split and distributed to the named beneficiaries, and a cash account needs to be divided, too. Properly handling a Trust administration is not rocket science. But it does take someone reasonably…

Are you entitled to an inheritance under a trust, but the person in charge is mistreating you? Here are some of the ways trustees mistreat beneficiaries: Refusing to provide information Unreasonably withholding distributions Ignoring communication with the beneficiaries Exercising favoritism Misappropriating trust assets Failing to comply with trust terms Self-dealing…

You Think you are Entitled to an Inheritance Under a Trust, but the Person in Charge Wont Hand it Over. Receiving an inheritance should be easy… right? If you have a good trustee, yes. If you have a bad trustee, obtaining your inheritance may involve some work. The first step…

Once in a while, we do see trustees giving away money from a trust to people who aren’t actually named beneficiaries of the trust. To this day, I have no idea why they do it. Misappropriation of Trust Funds by Trustee The situations in which we normally see this is…

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 some instances, a trust document will give a beneficiary the power to remove the trustee.  The first thing you should do is take a look at your trust document.  Look through the trustee provision and see if there is a provision for removing the trustee.  A removal provision would…

When you have a trustee who’s also a beneficiary, there’s an inherent potential conflict of interest. A trustee is the person who’s going to make all of the management decisions for the Trust. For example, the trustee may decide to sell an asset or to keep an asset, but that…