This post concludes and recaps my series on the handling of San Bernardino, California Trust disputes. I decided to write on this topic because many do not know their rights when the time comes to deal with the distribution of a Trust’s assets. As a result, some believe that they have no options when, in fact, they may be able to file a case against the Trustee. There are also instances where one may think that they have a claim against the Trustee when, in fact, they do not. My goal with this series has been to provide information which allows people to make a more informed decision when selecting an attorney to assist them.
I have addressed several topics over my recent articles. Issues which I have discussed include:
- Claims brought against Trustees
- The time in which beneficiaries must initiate suit
- Whether one has a valid claim against a Trustee
- Who pays the legal fees in a Trust dispute
These are important topics for multiple reasons. First, both beneficiaries and Trustees are often mistaken when it comes to their rights and obligations. Many beneficiaries think they may make certain demands of a Trustee when such is not the case. Likewise, many Trustees make the mistake of thinking that they have “all the power” in the situation and that they do not have to deal with the beneficiary. This is also not the case. Second, if one does not bring a claim against the Trustee within the statute of limitations then they will lose the ability to do so. Third, the fact that Trustees may not be responsible for legal fees impacts the calculus of whether a case should be filed.
One point I have stressed in each of these articles is that you should contact a Trust dispute attorney to ensure that your interests are protected. Counsel will help you to understand your rights, your obligations, and whether you have a legitimate claim against the Trustee. Contact my office today to speak with a San Bernardino lawyer. I devote a substantial portion of my practice to such matters and handle all cases in my office personally. I also service Rancho Cucamonga, Fontana, Ontario, Victorville, Rialto, Hesperia, Chino, Upland, Apple Valley, Redlands, Highland, Colton, Yucaipa, Montclair, elsewhere in the Inland Empire, as well as Los Angeles.