When trust disputes arise, make sure you have legal counsel

When trust disputes arise, make sure you have legal counsel

| Mar 18, 2021 | Uncategorized |

A legal trust is one of the most powerful tools to include in an estate plan. They help the trust’s grantor manage their assets while alive and ensure a smooth and efficient transition of their affairs after their death.

There are many types of trusts to choose from. Examples include:

  • A revocable trust, which can change to accommodate changes in the person’s life.
  • A charitable trust to ensure that favorite charitable causes continue receiving support after the trust maker dies.
  • A special needs trust to make sure that family members with disabilities receive the proper support.

While trusts provide value to your estate plan, disputes or conflicts can arise, which could result in trust litigation. In most cases, a trustee or estate executor is directly involved in conflicts and litigation.

Common reasons for trust litigation in California

Our firm has handled many trust litigation cases, and we want to share some of the reasons why the need for litigation arises. Such knowledge helps trustees know what to expect, which ensures they remain prepared for possible litigation:

  • Suspected breach of duty by a trustee or estate administrator
  • Differing interpretations about the contents of a trust
  • The belief that a trust was created through duress or undue influence
  • One or more beneficiaries disagree with the trust’s provisions
  • Someone finds evidence of impropriety surrounding the trust

Regardless of the reason for a dispute, it is vital to address the matter quickly. If you are a trustee or executor who has been accused of impropriety, an attorney can help you resolve the matter. A swift resolution allows you to return to the important business of managing the decedent’s trusts per his or her wishes. Please, continue exploring our website to learn more about probate and trust litigation.