What if the Trust you are set to benefit from is the subject of Trust Mismanagement?
If a trustee has mismanaged assets or property, which caused a significant loss of value, the first thing you want to do is determine how the estate was mismanaged.
Probate | Probate Litigation | Trust Litigation |
Are you a Victim of Undue Influence?
If your parent had previously executed a will, and you believe that it has since been changed, it is possible that he or she was the victim of undue influence. You may be able to contest the will in the probate court and have it rendered invalid.
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.
Failing to File Tax Returns
Failing to file the required tax returns may constitute a California breach of trust under state law. Trustees typically have a duty to file tax returns and pay any taxes that are due.
Certified Specialist in Estate Planning, Trust and Probate Law
California has extremely strict rules about when an attorney may call himself a “specialist” in a particular area of law.