Course 7 — Lesson 3 The Talk for California Failed Trust Accountings

This course discusses your options when a Trustee fails or refuses to account to a beneficiary. Most Trust documents will specify how and when Trust accountings are to be provided to the Trust beneficiaries. Unfortunately, some Trustees refuse to follow the Trust terms. This course will cover your options when a Trustee fails to prepare and provide beneficiaries with a Trust accounting.

In this videos, partners Keith A. Davidson and Stewart Albertson discuss the options presented and their thoughts on how best to help an abused beneficiary who cannot obtain a proper Trust accounting.