Questions and Answers

A distribution may be delayed for legitimate administration, taxes, debts, or conditions in the trust. But a trustee cannot simply disregard the trust or their duties. Reviewing the trust, administration timeline, and trustee’s explanation can help determine whether a delay is justified and what remedies may be available.

A beneficiary may petition a California court to remove a trustee when there are legal grounds, such as a breach of trust or failure to properly administer the trust. Disagreement alone does not guarantee removal. The trust terms, evidence, and applicable law determine the available options.

Trustees generally must administer the trust according to its terms, act loyally and prudently, avoid improper self-dealing, treat beneficiaries impartially as required, and provide information and accountings when the law requires. The duties that apply depend on the trust and its circumstances.

Many beneficiaries of an irrevocable California trust have rights to trust information and accountings, but the scope of those rights depends on your status, the trust terms, and statutory exceptions. We can help assess your rights and make an appropriate request.

If available, gather the trust and amendments, notices from the trustee, correspondence, accountings, and a brief timeline. Keep original documents and avoid sending sensitive financial details through the initial inquiry form. You can still contact us if you do not have these records.