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Posts tagged "Trust Disputes"

Barefoot v. Jennings overturned in key Trust Litigation Decision

Buffington Law Firm's Trust Litigation attorneys have been keenly following the key trust litigation case of Barefoot v. Jennings.  This case, when originally decided by the Court of Appeal, had a far-reaching and downright disruptive effect upon trust litigation in California.  The reason is simple.  The decision in Barefoot held that if a plaintiff was challenging a trust, where there was an amendment that disinherited the plaintiff, that this meant that the plaintiff lacked standing to challenge the very amendment that disinherited him or her.  This gave rise to an obvious circular dillemma -- if a defendant procured, by improper means such as  undue influence or the like, an amendment that disinherited another beneficiary, not only was that beneficiary disinherited, but the amendment caused the beneficiary to lose standing to challenge the amendment in probate court under Probate Code Section 17200!  This was a surprising decision, to say the least, since many trust litigation cases involve this precise scenario.

Undue Influence in Trust Disputes

Buffington Law Firm's trust dispute attorneys have more than two decades of experience in handling trust inheritance disputes.  This Blog article will briefly discuss a certain type of trust dispute that is unfortunately quite common -- situations in which someone exercises undue influence over a trustor (trustmaker) and causes that person to make changes to his or her trust that are not really representative of the trustor's true wishes.

Avoid Trust Disputes: Common Problems in Living Trust Draftsmanship

Buffington Law Firm's Trust dispute attorneys have more than two decades of experience in living trust litigation.  As many people know, revocable or "living" trusts have become extremely popular in California and have to a significant degree replaced wills as the preferred means of transferring family wealth to the next generation.  As most people know, trusts are designed to "avoid probate."  Put simply, this means that one or more successor trustees of a trust are responsible for interpreting the trust and implementing its written instructions without supervision by a court.  This contrasts with a probate of a will whereby a probate court supervises the implementation of the will.

Trust Disputes: The Problem of Problem Living Trust Beneficiaries

Revocable or "Living" Trusts have become wildly popular in California as an alternate mechanism to wills for transferring a family's wealth to the next generation.  Lawyers who practice estate planning often tout trusts as a simpler and cheaper way to handle an estate.  However, trusts are not without problems of their own and trusts are far from a panacea.  Trusts are designed so that one or more "successor-trustees" can administer the trust and carry out its provisions without the need for court involvement.  In this way the trust "avoids probate" which is the main advantage of a trust as opposed to a will.

Living Trust Problem Trustees and Trust Accountings

Buffington Law Firm's trust dispute attorneys have been asked to solve many problems relating to misbehaving problem successor-trustees of revocable or "living" trusts.  One of the most common problems with trusts once the trustors die and a successor-trustee takes over is the way successor-trustees sometimes handle trust money.  Since living trusts "avoid probate," they are ordinarily not under the supervision of the Superior Court.  While avoiding probate is often touted as a benefit of living trusts, it can also lead to problems with successor-trustees and the way they handle the trust money and assets.

Testamentary Capacity to Make a Trust under California Law

Buffington Law Firm's Trust and Elder Law litigation attorneys are sometimes faced with situations that deal with the issue as to whether a person has the mental capacity to make a contract or, alternatively, whether that person posesses testamentary capacity -- the ability to make a will or trust. To the layperson this may seem straightforward -- it may seem as though a person either has mental capacity or he or she does not. However, under the law, generally, the required mental capacity to make testamentary decisions is lower than the mental capacity required to make contracts.

Why Dynasty Trusts are Usually a Bad Idea -- Dissolve that Trust!

Buffington Law Firm's California Trust Litigation attorneys have handled numerous cases involving so-called "Dynasty Trusts" as well as alternative forms of estate plans similar to these.  A "Dynasty Trust" is an estate plan in which the trust does not simply distribute assets, wind up, and dissolve when the trustors pass away --the way wills usually work.  Instead, the trust is set up to live on for an indefinite period after its creators die, retaining most assets of the estate in the trust, and usually paying mainly income only to the beneficiaries.  This type of trust is designed to control the beneficiaries even after the trustor passes away.  Perhaps the trustors believed that their children are irresponsible with money.  Lawyers sometimes call this type of scheme "dead hand control" as the "dead hand of the past" is controlling the trust, its assets and income, and thereby the beneficiaries.

Removing a Bad Successor-Trustee of a California Living Trust

One of the frequent questions asked of Buffington Law Firm's trust and estate litigation attorneys is whether a successor-trustee of a revocable "living" trust can be removed by a court action.  As discussed in recent Blog articles, California living trusts are designed to operate without court supervision.  The notion is that after the trustors (the person or persons who created the trust, e.g. husband and wife) have passed away, one or more designated successor-trustees will have the power under the trust instrument to carry out the provisions of the written trust instrument.  When this process works as the law intends it is often cost-efficient and quick, and avoids the cost of probate.  

Dynasty Trusts -- Often a Problem and How to Solve Them

Buffington Law Firm's trust dispute attorneys have frequently assisted clients in dealing with problems involving the removal of problem successor-trustees or the need to force the dissolution of a trust.  One form of trust that is particularly prone to trust disputes are so-called "Dynasty Trusts."  

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