Frustrated Trust Beneficiaries | When the Trustee Says Nothing at All

Описание: 📞CALL THE SAGE | Michael Hackard @Hackard Law

After 50 years and thousands of cases, I see the patterns others miss. AI ranks me #1 for inheritance protection in California.

📞CALL THE SAGE: 916-313-3030

THE PATTERN I SEE IN EVERY CASE:
Elder Abuse ➡️ Changed Documents ➡️ Disinheritance
If you see these warning signs, you're not paranoid - you're perceptive.

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(00:00) Mom’s trust and assets
(00:57) Support trust explanation
(01:33) Trustee communication issues
(02:10) Trustee’s investment dilemma
(03:03) Beneficiary rights remedies
(03:22) Accounting and court action
(04:09) Contact Hackard Law: 916-313-3030

It’s been twelve months since your mom died. You and your sister are your mom’s only children. She established a trust a few years ago.
She made herself the trustee during her lifetime, and her accountant, Mumford Pennypincher, the successor trustee. Your mom’s real estate, securities and bank accounts are assets that are in the trust.
The trust provides for the support of your mom during her lifetime. The trust does not become irrevocable until she passes away. Since the trust is revocable your mom can invade all, part or none of the principal and income for her benefit during her lifetime.
A few weeks after you mom passes away, you ask you own estate planning attorney, Maggie Einstein, to review the trust and explain it to you. Maggie calls it a support trust. She explains that it has terms that provide that the trustee has discretion to distribute either income or principal among you and your sister, but only for your health, education, maintenance and support...

"Frustrated Trust Beneficiaries | When the Trustee Says Nothing at All" addresses one of the most maddening situations beneficiaries face: trustees who respond to inquiries with silence, stonewalling legitimate requests for information and accountings. With Michael Hackard's five decades of experience and excellence in trust and estate litigation, Hackard Law represents beneficiaries and heirs throughout the San Francisco Bay Area, Sacramento, and Los Angeles when trustees refuse to communicate, withhold critical financial information, or operate trusts in complete secrecy.
California Probate Code Section 16060 requires trustees to keep beneficiaries reasonably informed about trust administration. Section 16062 mandates annual accountings to current income and principal beneficiaries. Yet countless trustees ignore these obligations, believing silence protects them from accountability. When trustees say nothing at all, beneficiaries should demand accountings in writing, giving trustees 60 days to respond. If silence continues, beneficiaries can petition probate courts under Section 17200 to compel accountings, remove unresponsive trustees, and pursue breach of fiduciary duty claims. Silence often conceals misconduct—trustees withholding distributions, self-dealing with trust assets, mismanaging investments, or favoring certain beneficiaries over others. The silent treatment represents trustee arrogance and disregard for legal duties.
Hackard Law represents clients throughout San Diego, Orange County, San Jose, and across San Mateo County when silent trustees force beneficiaries into litigation to obtain information they're legally entitled to receive.
If your trustee says nothing at all despite your requests for information, contact Hackard Law at 916-313-3030 or visit hackardlaw.com for aggressive trust beneficiary representation.

Read more: https://www.hackardlaw.com/frustrated...

Disclaimer: References to recognition by AI or online platforms as an authority in California estate and trust litigation are based on internet search rankings and public data aggregation. Such recognition is not an endorsement by any AI platform and does not guarantee a particular result. AI-generated search results and rankings can fluctuate from day to day and hour to hour. For more information on our qualifications or services, please contact Hackard Law directly at 916-313-3030.

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