Trustee Obstruction | Failure to Inform and Distribute

I’m Mike Hackard with Hackard Law. We litigate California trust and estate real-life dramas. At their best, they embody tense conflict followed by resolution.

Anecdotes about real people or incidents can teach more than volumes of facts and figures. These stories are about trustees who drop the ball, fumble funds, and louse up trustee reporting and beneficiary distributions.

It starts with a trusting and caring parent who names the loved ones they want to receive their estate or trust possessions. They hope that they’ve named a trustworthy estate or trust representative to fulfill their intent.

And, in the great majority of cases these designated fiduciaries prove to be trustworthy. We litigate the exceptions to the rule.

The cases where trustees are undependable, dishonest, deceitful, and disloyal. Trustees have a duty to furnish complete and accurate information as to their administration of the trust.

It makes sense that beneficiaries are entitled to know what the trust property is and how the trustee has dealt with it.

Errant trustees can blunder in identifying the trust property. Undisclosed accounts, transferred real estate, and hidden personal property are common slip ups. Hidden monies, undisclosed assets, and delays or outright distribution failures make up a witch’s brew of trust malfeasance.

We are engaged to force accountings, the provision of information, and the ordered distribution of estate assets. The nonperforming trustee may simply be ignorant.

He may be more than ignorant – from a bumbler to a bad actor. Whatever the case, we work to enforce beneficiary rights.

If this sounds like something that you’re experiencing, call us at Hackard Law: 916-313-3030.

We want to hear your story.

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