Can a Beneficiary Sue a Trustee? Understanding Trusts and the Roles of Beneficiaries and Trustees Before diving into...
Topics on Trust and Estate Planning and Probate and Trust Litigation
Beneficiary Doesn’t Want to Sign the Release. What to do
Beneficiary doesn't want to sign the release. What do I do? Trustees benefit significantly from "release." In general,...
Can a Beneficiary Stop the Sale of a Property?
Probate Litigation Attorney Can a Beneficiary Stop the Sale of a Property? Can a trustee sell trust property? A trust...
What if the Executor Does Not Probate the Will? What to do
What if the Executor Does Not Probate the Will? What to do! If you just lost a loved one and perhaps you are a beneficiary of their estate, you most likely have questions about what comes next. You cannot get your inheritance funds as an heir until the probate court...
Beneficiary Living in Inherited House. What to Know!
Beneficiary Living in Inherited house Orange County | Los Angeles | San Diego | Riverside | San Bernardino | Fresno Buyout? Petition to Partition? Evict? Purchase? Repair? You recently lost a parent or other loved one, and as a result, you've inherited a house. It's...
Do Beneficiaries Get a Copy of the Trust? What to Know
Do Beneficiaries Get a Copy of the Trust? After the grantor's death, the trustee manages the trust and then distributes the assets according to directions provided by the grantor. If you need help getting access to your trust document, call (949) 706-7300 to speak to...
Evidence Needed to Contest a Will – What You Should Know
Evidence needed to contest a will Contesting a will demands substantial evidence to prove the testator's lack of capacity, undue influence, or fraud. This typically involves gathering relevant documents, medical records, witness testimonies, and any other pertinent...
What Happens If a Beneficiary Refuses to Sign a Release
What Happens If a Beneficiary Refuses to Sign a Release Once all estate obligations and taxes have been settled, disagreements have been resolved, and everything has been verified, an estate executor can submit a document detailing the final accounting of an estate's...
Trustee Not Paying Beneficiaries – What to Consider
Probate Litigation Attorney Trustee Not Paying Beneficiaries In practicality, a beneficiary may get no funds from a trustee if the trust authorizes the trustees not to. The ability of a trustee to decline to pay beneficiaries is determined by how the trust form is...
Beneficiary Attorney in California – What to Consider
Trust Beneficiary Rights Attorney in California A trust beneficiary has beneficiary legal rights as per Probate code 16065.1. It is highly recommended to secure legal counsel to stay compliant and reasonable should you need to petition an action with the courts. Are...
How to Find Out If You are a Beneficiary of a Trust
How To Find Out If You Are A Beneficiary of A Trust Upon the death of a settlor, the trustee is legally obligated to notify all beneficiaries within 60 days. This notification process ensures that beneficiaries are informed of their interests in the trust, allowing...
Does an Executor have to Show Accounting to Beneficiaries
Does an Executor Have to Show Accounting to Beneficiaries? Executors are expected to keep beneficiaries informed and provide a full accounting of the estate's management to the court, with beneficiaries entitled to receive a copy.Talk to a Specialist Today Rely on Us...