Law Offices Of Connie Yi, PC
Tell Us About Your Case

For the safety of our community, clients and staff, we have suspended all in-person meeting effective March 17, 2020. All consultation meetings will be via Phone or Zoom Video Conferencing. Please contact us at 925-484-0888 or email us directly at [email protected] to schedule the consultation.

Bay Area Estate And Tax Planning Law Firm
Estate Planning
Trust Administration and probate


Have your rights as a trust beneficiary been ignored?

| Jun 18, 2015 | Trusts |

As a trust beneficiary, you have rights, which may depend largely on the language of the trust document. The complexity and length of the document are, in many case, intimidating for the trust beneficiary. If you suspect that your rights as a beneficiary have been violated or ignored, then you may need a legal professional to read and interpret the document to determine exactly what your rights are and how they have been violated.

General rights of beneficiaries include the right to be treated fairly by the trustee; to receive assets and distributions from the trust; to seek court intervention if a trustee is failing to properly administer the trust; and to ask the court to replace the existing trustee with another.

In some cases, trustees ignore the rights of beneficiaries by failing to disclose information related to the financial health of the trust. That information may include details about trust assets, as well as income and debts of the trust. As a beneficiary, you also have a right to information about the trustee or trustees.

Many trust disputes can be handled out of court through communication with the trustee. You can have a trust administration lawyer investigate your case and handle the out-of-court communication. In other cases involving a trustee’s refusal to cooperate or wrongdoing, trust litigation is necessary to enforce the rights of beneficiaries.

Trust administration and tax law attorney Connie Yi, of the Law Offices of Connie Yi, has been helping Bay Area beneficiaries for more than 20 years. Her background in the financial industry, tax law and estate planning make her particularly qualified to handle a range of trust- and tax-related issues. To learn more, please visit our Oakland Beneficiaries’ Rights overview.



FindLaw Network

Recent Blog Post

What are reasonable fees to charge as a trustee in California?

When implementing an estate plan in California, it is essential to ensure that you receive the proper compensation for the amount of time and work you are putting in. The probate court will look through the amount you charge to see if it is reasonable, especially if...

What to know about life insurance trusts

California families have an exemption for their estate that keeps it from being subject to income taxes. However, above that $11.7 million, the estate tax bill could get large. This is why they need to take measures to reduce the size of their taxable estate. Life...

Are estate taxes headed for changes?

Not every inheritance involves paying estate taxes, but some estates rise above the federal exclusion amount. California residents that feel familiar with state and federal tax rules might not realize changes could happen. Namely, proposals intended to raise tax...

View More Blog Posts