What Happens When a Trustee is Accused of Stealing?

Hi, I’m Reed Bloodworth, the managing partner of Bloodworth Law. Our new office is located at 801 N. Magnolia Avenue, Suite 216, in downtown Orlando, Florida. Our second office is located at 331 West Central Avenue, Suite 244, in Winter Haven, Florida. We handle many types of trust litigation cases and represent both plaintiffs and […]

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Removing a Trustee in California | Beneficiary Rights

In California, a trustee has a significant amount of control over the trust administration process. The trustee has the power to gather the assets of the trust, work with creditors, and distribute the trust assets to the beneficiaries. The trustee also owes the beneficiaries of the trust (and the trust itself) a fiduciary duty to […]

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Breach of Trust Triggers | Trust Accounting & Trustee Removal

We want the professionals serving us to aspire to and act consistent with the highest ethics and standards of their profession. Doctors should “first do no harm,” lawyers need to be honest with their clients, themselves, courts and juries, and trustees who manage trust assets must be honest and loyal in their administration. When trustees […]

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Trust Beneficiary Distributions | Trustee Judgment Required?

The power of trustees should not be underestimated. It is said that power can be intoxicating. Some grow with its possibilities and some swell with pride and arrogance. Those who swell may act like potentates whose power can be exercised arbitrarily and without explanation. When queried for reasoning behind a decision, their answer might mimic […]

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Can Trustee Chaos Be Conquered? | CA Estate & Trust Lawsuits

The telephone call can be long or short. The message may be clear at the outset or only parsed out after a series of my seemingly unrelated questions. The caller’s emotions may be controlled or buffeted by a frustrating mix of disbelief and surprise from trustee mistreatment – even theft. The story elements are much […]

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Suspension of Trustee Powers While Removal Petition Is Pending | CA Trust Lawsuits

Petitions to suspend the powers of a California trustee are part and parcel of trust litigation. They’re often filed with the Probate Division of the Superior Court in which the trust is administered or the trustee resides. California Probate Code Section 15642 provides in part “If it appears to the court that trust property or […]

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Problem Trustee Removal | Damages and Forcing Inheritance Distribution

Hackard Law, our 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 […]

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Trustee and Beneficiaries | Cary NC | Carolina Family Estate Planning

Why might I not want my beneficiaries to receive everything right away when I die? There can be a lot of reasons where you might not want your beneficiaries to receive their inheritance immediately. Perhaps they’re too young or not ready for their financial responsibility yet, and they might be prone to frivolous spending or […]

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