If you are the beneficiary of a California Trust, there are a few things you ought to know to help you understand and protect your rights as a Trust beneficiary. Here’s the Top 10 things you must know as a Trust beneficiary:
1. Know your Trust.
Read it and then read it again. If
The one-way street of Trustee duties can be confusing to individual Trustees and to beneficiaries as well. In this video, Stewart Albertson describes some of the most important and basic Trustee duties.
It can be confusing, and a little worrisome, to be kept in the dark by your Trustee. Time to find out what’s going on. In this video, Keith Davidson discusses how to find out what your Trustee is up to.
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Bad Trustees can cause a great deal of harm to you and your Trust interests. Here is a video describing how to handle a bad trustee.
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In California, Trustee’s have a host of duties and obligations they must abide by. When a Trustee breaches his duty as Trustee, he is liable for money damages equal to the harm he causes. This is called a Trustee surcharge. In this video, Stewart R. Albertson discusses Trustee surcharge.
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In California, a Settlor can limit the liability of a Trustee by including Trust provisions that make the Trustee liable only in the event he acts recklessly or with gross negligence. That may not sound significant, but it can have a devastating result when a beneficiary is trying to hold a Trustee accountable for his
There’s Trusts that run smoothly, there’s Trusts that have a few problems, and then there’s Trust where everything is a fight from start to finish. Which Trust sounds most like yours?
the Trust, the assets are
Trust and Will law can be frustrating. Especially when you are a helpless beneficiary looking to the Trustee to do the right thing and administer a Trust in a way that is fair and honest to all concerned. Beneficiaries have rights, and they can pursue those rights in Court, but so often the outcome of
A Trustee’s duty to manage Trust assets is very different from how you are allowed to manage your own individual assets. This is America, you can manage your own finances any way you please. You can be risky and invest big, you can be conservative and invest small, or you can hide your money in
Need information about your Trust? You better obtain a Trust accounting. Keith Davidson discusses the ways in which you can receive the information you rightly deserve.
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