Hackard Law, a California law firm representing clients in trust, estate and probate litigation, is regularly called upon to enforce a wronged beneficiary’s right to an accounting from an uncommunicative, recalcitrant or duplicitous trustee. While California probate courts will follow the law and order a trustee to provide an accounting, this is only part of what is often necessary to safeguard the beneficiary’s trust interests and to prevent further harm to an innocent beneficiary.
Trustee actions leading to the necessity of filing a petition for a court-ordered accounting often include the trustee’s refusal to make trust distributions. Waiting on an inheritance is a continual source of frustration to estate and trust heirs or beneficiaries. Trustee inaction may stem from sheer incompetence, inexperience, poor counsel, mismanagement, laziness, or the simple desire to be in control and stay in control. Whether the reasons for the failure to distribute the inheritance are wrongful, negligent or innocent, the delay must be addressed.
Read more: hackardlaw.com/blog/2016/10/problem-trustee-removal-damages-and-forcing-inheritance-distribution.shtml