Trust Litigation

Whenever there is a trust litigation, the root cause is usually based on the trustee’s failure to fulfill their statutory duty of communication. In a state like California, there is a fiduciary relationship between a trustee and a beneficiary, demanding proactive...

A trustee must protect the trust's assets and comply with California law. When a trustee makes poor choices, the trust can lose value fast. These losses hurt the people who rely on the trust. You need to know the signs of investment mismanagement so you can act before...

Trusts are powerful tools for securing financial futures, but they can also become sources of conflict if not carefully managed. Understanding trust litigation is essential for those currently involved in disputes. A basic understanding is also helpful for anyone...

The ability to challenge the legality of a trust through litigation is no easy matter. Those who wish to move forward must meet many legal criteria. One of the first is establishing legal standing. Without proper standing, a challenge cannot move forward. A recent...

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...