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Beneficiary Rights Lawyers in Sacramento
PROTECTING ESTATE ASSETS
A “beneficiary” is an individual who, by the terms of the governing Trust or Will has a current or future right to receive cash or other assets from a Trust or Estate.
Unfortunately, trustees and executors are not always reliable.
Sometimes, through laziness and neglect, trustees and executors fail to perform their duties to beneficiaries. Most commonly, trustees and executors fail to properly and timely account to beneficiaries for the transactions they have spent trust/estate funds on.
In cases where a reasonable request for an accounting or report has been made and denied, legal action may be needed to compel an accounting.
Seeking to compel an accounting should not be considered a “Trust Contest” or a Will Contest. To the contrary, compelling an accounting is actually an effort to ensure that a Trust or Will is faithfully administered according to the intent of the person who created the document and whose assets are being administered.
In many instances, all that is needed to get a trustee or executor “back on track” is a little prodding.
However, cases involved egregious misappropriation of assets by a trustee or executor seem to be on the rise. In such cases, swift and decisive action is needed to preserve the remaining estate assets and to recover assets which have already been misappropriated.
If you are a beneficiary of a trust or estate and believe that the trustee or executor is not properly handling the probate administration or trust administration, call us today to schedule a consultation with one of our trust & estate litigation attorneys.
What Our Clients Say
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"Clearly explained my options making a complex legal matter manageable."
I highly recommend Eric Giersch and Huber-Fox for anyone seeking legal guidance in executing a Trust. From my initial ...
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"Jonathan Huber is an exceptional attorney!!"
Outstanding service and I highly recommend Huber and Fox to anyone seeking estate planning and setting up a Trust. The staff ...
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"Jonathan Huber is the BEST."
This firm went "above" and beyond with our mother's estate. Really I'm surprised they didn't drop us as clients, but they ...
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We definitely would use Huber Fox again. We appreciated the teams’ expertise in handling our situation and were very happy ...
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After attorney Ben Fox was recommended to us, we set up a free consultation. We were impressed with his candor, honesty, and ...
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Johnathan Huber at Huber/Fox and his staff are friendly, knowledgeable and timely. I am happy with the update of my living ...
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After my parents’ passing, issues arose in the family trust, and I had to find a trust attorney with litigation experience. ...
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Very cordial and relaxing atmosphere even though doing something so important as my Trust. Explained everything clearly and ...
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