Trust Litigation

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How Can I Contest a Trust in California?

Trusts are frequently used by families as part of estate planning for parents to convey their assets to children and avoid the California probate process. As a result, many inheritance disputes involve trust disputes and lead to Trust Litigation lawsuits. It is known as trust contests. A trust may have been created or amended by an elderly parent who lacked the necessary capacity to make decisions.

You have to have legal standing to pursue a trust contest and challenge the terms of the trust. A beneficiary who is disinherited or disadvantaged under the terms of the trust may contest a trust. A beneficiary has a right to be notified of the existence of a trust and to receive a copy of the trust. A beneficiary also has a right to get information about the beneficiary’s interests in the trust. The beneficiary has a right to enforce the terms of the trust and to hold the trustee accountable.

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Types of Trust Litigations

Trust Accounting Litigation

Advise your beneficiaries of your actions,

Seek their approval of those actions, and

Have an orderly administration and distribution of the Trust assets without worrying about a lawsuit down the road.

When beneficiaries are kept in the dark about a Trustee’s actions, they usually assume the worst. 

Trustee Surcharge Litigation

Using Trust assets for the Trustee’s own interest.

Failing to properly invest the Trust assets.

Failing to diversify the Trust’s portfolio of financial and real property assets.

Using Trust assets to pay for attorneys fees that were incurred by the actions of the Trustee.

Contact a Trust Litigation Contest Lawyer in California

California’s laws governing trusts are complicated. The knowledge and experience of the attorney representing you in a trust contest can make a difference in the outcome. Kristine M. Borgia Law Corporation is the trial lawyer who focuses on trust and estate litigation. Our law firm has offices in Riverside, Anaheim, Chino, San Bernardino, and Los Angeles. Our firm’s guiding principles are embodied in the statement, “We stand, we fight, we win.” While we cannot guarantee a victory in every trust contest, our clients deserve our best efforts at a successful outcome.

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At the Kristine M. Borgia Law Corporation, we give solid and intelligent guidance that spans foreign and local concerns across a broad variety of business and estate planning disciplines by taking the time to genuinely listen as well as advise.