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Blog Posts About Trustee Surcharge

There are times when you know something has gone wrong with your Trust administration. Perhaps the Trustee is not making proper Trust investments, is not managing Trust assets properly, or is outright stealing from the Trust. At times, the harm caused by a Trustee can be less obvious, such as…

If a Trustee commits a breach of Trust, or threatens to do so, California law allows a beneficiary or a co-Trustee to take action.  What action can you take?  That depends on the type of breach committed.  Under Probate Code section 16420, the court is authorized to take the following…