Category: Trustee Breach

Is this going to hurt us

Have you been nominated to act as Trustee of someone’s revocable Trust in Orange County? If so, you have just been handed a big headache. As Trustee you are charged with a mountain of duties and responsibilities. Unfortunately, many people who act as Trustee fail to understand the many duties they have. Instead, they think […]

Trustee time to go

In this video, partner Keith A. Davidson describes when a Trustee can be removed from a California Trust. It is not always easy to remove a Trustee, but in the right circumstances, removal can be accomplished.

objection

Have you been served with a Trust or Will lawsuit? Do you know how to object? In this video we describe how to object to your Trust or Will lawsuit.

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.

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. […]

probate file

Trust and will cases are heard in Probate court and there are some strange rules that apply. The rules can be hard to master because some rules for filing and pleadings are contained in the Probate Code while others are taken from the Code of Civil Procedure. This hybrid of rules makes for a lot […]

The law of Trusts requires every Trustee to invest Trust assets “as a prudent investor would, by considering the purposes, terms, distribution requirements, and other circumstances of the trust.” 16047. The Trustee has a duty to consider: The general economic conditions Possible effect of inflation or deflation Expected tax consequences of investment decisions or strategies […]

Wart Remove Final

Although it is difficult to remove a Bay Area Trustee for breach of trust, it can be done. I explain further in the video below on the reasons California law allows a probate court to remove a bad acting Trustee.

Trustee Stepping On Bennie

Most Bay Area Trustees do not understand the duties they owe Trust beneficiaries. In many cases these Trustees take adversarial positions towards the Trust beneficiaries, which is not allowed under California law. What are the duties that Trustees owe beneficiaries under California law? Glad you asked. In the video below I explain:

Bad Trustee

What happens when the Trustee of your parents’ Trust treats you poorly? Perhaps the Trustee does not return your phone calls, or he/she doesn’t give you copies of the Trust, or he/she refuses to provide you any information about the Trust assets. What is a trust beneficiary to do under these difficult circumstances? Albertson & […]