Trust Litigation

When entrusted with managing a trust, trustees hold a legal and ethical responsibility to act in the best interests of that trust’s beneficiaries. However, even with the best intentions, trustees can sometimes find themselves accused of embezzlement—misappropriating...

Trusts are a common estate planning tool used to manage and distribute assets. However, there are situations in which someone may want or need to challenge a trust. If you are concerned about the terms, legitimacy or execution of a trust, it's essential to understand...

In California, as in other states, trusts established for minors are often created to preserve and manage assets until a minor beneficiary reaches a designated age. Often, especially if a minor’s parents pass away before the minor reaches adulthood, these resources...

Knowing the responsibilities associated with the trustee's role is essential for everyone involved in managing a trust. This balanced perspective aims to shed light on the duties that trustees are bound to uphold, which is beneficial information for both beneficiaries...

As the trustee of a trust, you have an awesome responsibility. You must work according to the trust's terms in the beneficiaries' best interests. In other words, you owe a fiduciary duty under California law. Am I a fiduciary? A fiduciary is anybody who handles money...

Media outlets have reported that Priscilla Presley is taking legal action to challenge the validity of her late daughter’s estate plan. The reports indicate that Presley has filed papers in a California state court disputing the validity of a 2016 amendment to her...

A trust is a legal arrangement that allows a trustee to hold assets for the benefit of one or more beneficiaries. While trusts can be a valuable tool for California residents to protect assets and pass them on to future generations, there may be occasions when it...

Trusts are a popular California estate planning strategy because they shelter assets from lawsuits and probate. However, they aren't completely untouchable. In certain situations, you could sue the trustee or the owner of the trust. Fraud The law considers it fraud...