Trustee Duties

Trustee Duties

Guiding Trustees through trust litigation challenges.

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 Trustee

Cottle 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.

Contact Us Today

Cottle Keen Lopiccolo & Heyde, LLP
254 S. Glassell Street
Orange, CA 92866

(714) 997-7870
info@cklhlaw.com

Clients Share Their Experiences

  • Our Attorney, Julie did beautifully on our Trust matter. It is a relief to know that our Attorney is available if help even after our matter was complete.

    Patricia
    Trust Client
  • My attorney Dana was professional yet tough when she needed to be. I was extremely satisfied with the results of my case.

    Laurie Brown
    Probate Matter
  • Ms. Lopiccolo listened to me and asked clarifying questions. She and her staff were
    were professional as well as personable, and they put us at ease when dealing with our complicated situation. We were very pleased with our experience.

    Mary
    Trust Matter
  • Dana Heyde’s strategic approach to enforcing my rights as a trust beneficiary led to a successful resolution of my matter. Dana Heyde made it possible for me to obtain my inheritance. It was an emotionally stressful process, but Dana’s kind, informative and thoughtful approach set my mind at ease along the way.

    Ashely
    Trust Litigation Client
  • Dana Heyde listened to my concerns and worked with me to achieve my goals. Dana Heyde has solid knowledge of Estate and Trust issues and I am very pleased with the quality of work performed on my behalf. Cottle Keen Lopiccolo & Heyde, LLP is an honest, ethical, and respected law firm dedicated to serving the community.

    Chris
    Trust & Estate Client