How to Get a Copy of a Trust Document

How to Get a Copy of a Trust Document

Yes, a trustee can be sued for breaching their duties — especially if their actions resulted in financial harm to the trust or its assets.  However, suing a trustee typically requires substantial... Read more »
What Is a Breach of Trust?

What Is a Breach of Trust?

Yes, a trustee can face jail time for a breach of trust, but only if their actions involve a criminal offense, such as embezzlement, fraud or theft. Even then, criminal charges must... Read more »
Invalidating a Trust Amendment Based on False Information

Invalidating a Trust Amendment Based on False Information

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Inside the Jimmy Buffett Family Trust Battle: What Happens When Co-Trustees Clash?

Inside the Jimmy Buffett Family Trust Battle: What Happens When Co-Trustees Clash?

Even airtight trusts can spark conflict. The Jimmy Buffett family trust battle reveals what can go wrong, and how to prevent it. When someone takes the time to craft a detailed estate... Read more »
Does a Will Override a Trust?

Does a Will Override a Trust?

Yes and no. In community property states like California, a spouse is only entitled to dispose of their 50% share of the community property in their will. If they dispose of more... Read more »
How Long Do You Have to Contest a Trust?

How Long Do You Have to Contest a Trust?

If you are planning to contest a decedent’s trust, there is a lot you will need to consider.  For one, you will need to verify you have legal standing to contest the... Read more »
Hamilton v. Green Highlights Why Timing Matters in Trust Contests

Hamilton v. Green Highlights Why Timing Matters in Trust Contests

When a loved one passes away, and a trust governs the distribution of their assets, heirs and beneficiaries often assume the process will be straightforward and transparent. However, if there are any... Read more »
How Much Does It Cost to Contest a Trust?

How Much Does It Cost to Contest a Trust?

As you might suspect, bringing a complex trust contest could substantially raise the cost of contesting a trust. What makes a trust contest complex? A trust contest may be complex if a... Read more »
Using a Summary Judgment Motion to Shut Down a Baseless Trust Dispute

Using a Summary Judgment Motion to Shut Down a Baseless Trust Dispute

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Can Creditors Go After a Trust Without a Probate Proceeding?

Can Creditors Go After a Trust Without a Probate Proceeding?

Brian Spears, the son of James Spears, filed a petition seeking to be named as a creditor of his late father’s trust, remove his stepmother, Therese Spears, as trustee, and obtain a... Read more »