Do I have a right to see a copy of a California trust if I am a beneficiary?
Generally, if you were the beneficiary named in a California trust, you have the right to see a copy of the trust instrument, provided that your rights have vested. If your rights as a beneficiary have vested, you can request a copy of the trust instrument directly from the trustee.
Modification of a Trust: Beneficiaries Not Agreeing
Modifying an irrevocable trust is not a simple procedure. If changing trust terms were easy, it would increase the potential for the intent of the creator of a trust to be overlooked. California probate laws, however, do outline limited circumstances under which a trust can be changed or terminated.
Probate Litigation | Trust Litigation |
More about Requesting a Bond
If you have reason to suspect that the trustee of a trust in San Diego is engaged in wrongdoing and you have an interest in the trust property, requesting a bond can provide some protection. A beneficiary can petition the Court to order the Trustee produce a bond. The bond serves as a safeguard. If the trustee engages in wrongdoing, the bonding company will pay the costs.
Abusing Trust Funds: Which option should I pursue for protection?
Understanding what the right step is when you suspect trustee wrongdoing requires the guidance of an experienced San Diego probate court attorney. Trust litigation often can take several months, even years. When you are concerned that trust assets are being abused, it is therefore vital that you act quickly.
Probate Process in California: How it’s Supposed to Work and What Can Go Wrong
California Probate is confusing. This articles explains how it is supposed to work and what can go wrong. Understanding what makes a probate successful to an attorney can help you understand what you should expect.