Accounting Contest: Trustees Must Act Reasonably After an Account Objection
When a trustee prepares a trust accounting, beneficiaries can contest the information contained. If the trustee reacts unreasonably, he may face penalties.
Trust | Trust Litigation | Trustee Duties |
De Facto Trust: Claiming to be a Trustee
Whether or not a person rightfully took trustee’s fees from a California trust depends on the terms of the trust instrument and whether or not the person was a named trustee in the document, a de facto trustee, or a trustee de son tort.
Consequences of Failing to Act When a Trustee Is Mentally Incompetent
If your loved one created a trust, but has since become mentally incompetent, act quickly. Failing to do so could substantially harm the trust.
What to Include in a Petition for Court Oversight of a Trust
When petitioning the court for an oversight of a trust, you need to include certain information in your petition. Learn more here.
Understanding How the Role of a Trustee Differs From the Role of an Executor
Executors and trustees have two different roles that each has their own duties and responsibilities. These positions differ in several ways.