Cottle Keen Lopiccolo & Heyde knows that carrying out the duties of a trust can be overwhelming. Cottle Keen Lopiccolo & Heyde’s experience successfully resolving trust disputes enables us to counsel trustees so that a trust can be administered or defend against trust challenges when litigation is pending.
The extent of a trustee’s duties and powers are identified in the trust document and set forth in applicable California laws. The main role of the trustee is to manage the trust assets and make distributions to the trust beneficiaries. A trustee who fails to follow the trust terms or the law without a valid reason exposes himself to potential legal action for breach of fiduciary duty. Other times, a beneficiary may have a mistaken understanding of when and how a trustee is required to act, and improperly bring a Petition to remove the trustee.
Responsibilities of a TrusteeCottle Keen Lopiccolo & Heyde knows that the responsibilities given to a trustee can be challenging to accomplish. Often, the trust calls for action that either cannot or should not be taken. When this happens, trustees are placed in a difficult position.
The experienced attorneys at Cottle Keen Lopiccolo & Heyde understand the complex nature of trust administration. We are dedicated to educating trustees on the scope of their role in the administration process so that litigation is not necessary. When a trustee’s actions are questioned, the civil litigation background of Cottle Keen Lopiccolo & Heyde’s attorneys provide a foundation for an aggressive approach to litigation.
To speak with an experienced attorney in Cottle Keen Lopiccolo & Heyde’s trust litigation practice, please call
(714) 997-7870, or click here to contact CKLH by email.
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