{"id":5568,"date":"2022-06-20T06:20:32","date_gmt":"2022-06-20T06:20:32","guid":{"rendered":"https:\/\/www.sandiegoelderlawandestateplanning.com\/?page_id=5568"},"modified":"2022-07-14T07:47:09","modified_gmt":"2022-07-14T07:47:09","slug":"trustee-removal","status":"publish","type":"page","link":"https:\/\/www.sandiegoelderlawandestateplanning.com\/trustee-removal\/","title":{"rendered":"Trustee Removal"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"5568\" class=\"elementor elementor-5568\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-34327014 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"34327014\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-30397614\" data-id=\"30397614\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-1b0d1c8 elementor-widget elementor-widget-heading\" data-id=\"1b0d1c8\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.21.0 - 25-04-2024 *\/\n.elementor-heading-title{padding:0;margin:0;line-height:1}.elementor-widget-heading .elementor-heading-title[class*=elementor-size-]>a{color:inherit;font-size:inherit;line-height:inherit}.elementor-widget-heading .elementor-heading-title.elementor-size-small{font-size:15px}.elementor-widget-heading .elementor-heading-title.elementor-size-medium{font-size:19px}.elementor-widget-heading .elementor-heading-title.elementor-size-large{font-size:29px}.elementor-widget-heading .elementor-heading-title.elementor-size-xl{font-size:39px}.elementor-widget-heading .elementor-heading-title.elementor-size-xxl{font-size:59px}<\/style><h2 class=\"elementor-heading-title elementor-size-default\">Trustee Removal Attorney in San Diego, California\n<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3c5efa5 elementor-widget elementor-widget-text-editor\" data-id=\"3c5efa5\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.21.0 - 25-04-2024 *\/\n.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block}<\/style>\t\t\t\t<p><span style=\"font-weight: 400;\">A <\/span><b>trust<\/b><span style=\"font-weight: 400;\"> is a legal document that protects individuals in the event of death or incapacity. In creating a trust, the trust maker must name a trustee who has the legal obligation to administer it following the trust maker&#8217;s wishes and intentions. Trusts avoid probate, assign who will inherit assets when a person passes away, set out who will manage the assets in the event of incapacity, and can create sub-trusts to manage a beneficiary&#8217;s inheritance, according to the rules set by the grantor.<\/span><\/p><p><span style=\"font-weight: 400;\">Beneficiaries who have been named in a trust or will typically put a great deal of faith in the fiduciary, or trustee. In most cases, trustees operate faithfully. However, when a trustee breaches his or her duties, they can be removed by the court. In this case, it may be appropriate to seek trustee removal, and a <\/span><a href=\"https:\/\/www.sandiegoelderlawandestateplanning.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">seasoned San Diego trust litigation attorney<\/span><\/a><span style=\"font-weight: 400;\"> like Vincent Casiano can help with that process. Contact him today at Casiano Law Firm and schedule an initial consultation.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-cb71dd6 elementor-widget elementor-widget-heading\" data-id=\"cb71dd6\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Why Do I Need a Trustee Removal Attorney in California?\n<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-65be91c elementor-widget elementor-widget-text-editor\" data-id=\"65be91c\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\"><img fetchpriority=\"high\" decoding=\"async\" class=\"wp-image-5572 alignright\" title=\"San Diego trustee removal attorney\" src=\"https:\/\/www.sandiegoelderlawandestateplanning.com\/wp-content\/uploads\/2022\/06\/trustee-removal-attorney-300x200.webp\" alt=\"San Diego trustee removal attorney\" width=\"450\" height=\"300\" srcset=\"https:\/\/www.sandiegoelderlawandestateplanning.com\/wp-content\/uploads\/2022\/06\/trustee-removal-attorney-300x200.webp 300w, https:\/\/www.sandiegoelderlawandestateplanning.com\/wp-content\/uploads\/2022\/06\/trustee-removal-attorney-1024x683.webp 1024w, https:\/\/www.sandiegoelderlawandestateplanning.com\/wp-content\/uploads\/2022\/06\/trustee-removal-attorney-768x512.webp 768w, https:\/\/www.sandiegoelderlawandestateplanning.com\/wp-content\/uploads\/2022\/06\/trustee-removal-attorney-1536x1025.webp 1536w, https:\/\/www.sandiegoelderlawandestateplanning.com\/wp-content\/uploads\/2022\/06\/trustee-removal-attorney-2048x1366.webp 2048w, https:\/\/www.sandiegoelderlawandestateplanning.com\/wp-content\/uploads\/2022\/06\/trustee-removal-attorney-1200x800.webp 1200w\" sizes=\"(max-width: 450px) 100vw, 450px\" \/>State law also provides guidelines about a trustee&#8217;s duties and responsibilities, which involve what is known as the trustee&#8217;s <\/span><b>fiduciary duty<\/b><span style=\"font-weight: 400;\">, or the obligation to follow the terms of the trust agreement and to act in good faith and in the best interests of the beneficiaries. Whether an individual creates a family trust, is a trustee, or is a beneficiary of a trust, there may come a time when a trustee needs to be removed. Sometimes, trustees breach their fiduciary duties to the extent that it justifies their removal.<\/span><\/p><p><span style=\"font-weight: 400;\">A trustee must be held personally liable for any mistakes and accusations made against him or her. Courts will move to protect beneficiaries and do not take the responsibility lightly. In some cases, a trust contest may lead to litigation and severe legal penalties. Hiring a credible San Diego trust litigation attorney like Vincent to work in the client&#8217;s best interests is imperative.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3da9a02 elementor-widget elementor-widget-heading\" data-id=\"3da9a02\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Who Can Remove a Trustee?\n<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e1c52bc elementor-widget elementor-widget-text-editor\" data-id=\"e1c52bc\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">A <\/span><b>trustee<\/b><span style=\"font-weight: 400;\"> is selected by the trustor, often under good terms. However, sometimes it becomes clear that the individual chosen for the role of trustee is not the best choice. If a trustee does not fulfill their duties as required by California law, they may need to be suspended or removed from their position. Anyone considering the removal of a trustee should speak to a skilled San Diego trust litigation lawyer like Vinny before initiating any legal action.<\/span><\/p><p><span style=\"font-weight: 400;\">Under the terms of the trust and state law, there are a few designated individuals who have the power to remove the trustee:<\/span><\/p><h3><b>Trustor<\/b><\/h3><p><span style=\"font-weight: 400;\">A trustor refers to the individual who has established the trust. A trust agreement should state the circumstances under which a trustee may be removed by the trustor. Trust agreements usually allow the trustor to remove a trustee, including a successor trustee. This may be done at any time, even without the trustee giving reasons for the removal. To do so, the trustor executes an amendment to the trust agreement.<\/span><\/p><h3><b>Co-Trustee<\/b><\/h3><p><span style=\"font-weight: 400;\">A serious conflict between co-trustees can lead to one or more seeking to remove another. If the trustor is still alive, the trustees should speak to the trustor regarding the problem and ask that the other trustee be removed. If the<\/span><b> trustor<\/b><span style=\"font-weight: 400;\"> is deceased or incapacitated, the trustees should convey the problem to the beneficiaries and ask the beneficiaries to join in seeking removal.<\/span><\/p><h3><b>Beneficiaries<\/b><\/h3><p><span style=\"font-weight: 400;\">In most cases, trust agreements have provisions that allow beneficiaries to remove or replace a trustee. A majority vote of the beneficiaries is usually required. Often the trust agreement provides that a trustee may only be removed for cause. Beneficiaries seeking the removal of a trustee may also need to file a petition for removal.<\/span><\/p><h3><b>Probate Court<\/b><\/h3><p><span style=\"font-weight: 400;\">Under estate law, the probate court may decide to remove a trustee based on specific grounds for removal. Court removal of a trustee is a complex process. It involves conducting depositions, issuing subpoenas for records, and asking the court to order the trustee to provide an accounting. If the trustee has violated the terms of the agreement or their fiduciary duty, sufficient evidence needs to be submitted to the court.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-67b76dc elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"67b76dc\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-inner-column elementor-element elementor-element-2f15502\" data-id=\"2f15502\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-68012f8 elementor-tablet-align-center contact-pop-up elementor-mobile-align-center elementor-align-center elementor-widget elementor-widget-button\" data-id=\"68012f8\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t<a class=\"elementor-button elementor-size-lg\" role=\"button\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Request a free consultation<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<div class=\"elementor-element elementor-element-b6350da elementor-widget elementor-widget-heading\" data-id=\"b6350da\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Reasons to Remove a Trustee\n<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fc6d7c9 elementor-widget elementor-widget-text-editor\" data-id=\"fc6d7c9\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">If a trustee deviates from his or her fiduciary responsibilities, the need may arise for a trust&#8217;s beneficiary to remove a trustee. Various situations may warrant a <\/span><b>trustee&#8217;s removal<\/b><span style=\"font-weight: 400;\"> from their role. Learning about the different reasons that warrant petitioning a judge for a trustee&#8217;s removal may help in knowing if the same course of legal action will be pursued in this case.<\/span><\/p><p><span style=\"font-weight: 400;\">A trustee may be removed under the terms of the trust for any reasonable cause. People without significant legal training may find these grounds for removal difficult to identify. Therefore, anyone considering the removal of a trustee should speak to a reliable San Diego trust litigation attorney like Vincent Casiano before initiating the process. With the assets held in trust being so crucial, here are some of the most common reasons to remove a trustee from a trust:<\/span><\/p><h3><b>Misappropriation of Trust Funds<\/b><\/h3><p><span style=\"font-weight: 400;\">Trustees have a fiduciary duty to manage a trust responsibly in such a way that does not waste a trust&#8217;s funds. If they cause the trust to lose value due to their mismanagement, it can be a valid reason to seek their dismissal from their role. Therefore, when a trustee breaches that duty out of negligence or incompetence, the beneficiaries may petition for removal.<\/span><\/p><h3><b>Failure to Comply With Trust Terms<\/b><\/h3><p><span style=\"font-weight: 400;\">A trustee is legally bound to abide by all the terms of a trust. With this grant of power comes the obligation for the trustee to act in the best interest of the beneficiaries and fulfill the terms of the trust. If the trustee ignores or fails to abide by those<\/span><b> trust terms<\/b><span style=\"font-weight: 400;\">, the beneficiaries can petition the court to remove him or her.<\/span><\/p><h3><b>Self-Dealing<\/b><\/h3><p><span style=\"font-weight: 400;\">Trustees shouldn&#8217;t make decisions that are in their self-interest. A trustee who uses his or her control over the funds in a trust to his or her benefit breaches the trustee&#8217;s fiduciary duty to the trust&#8217;s beneficiaries. This can prompt removal by the probate court.<\/span><\/p><h3><b>Conflicts between Beneficiaries and the Trustee<\/b><\/h3><p><span style=\"font-weight: 400;\">Sometimes beneficiaries and trustees tend to disagree on the distribution of the trust&#8217;s assets. This may also warrant their removal from their role, but only if they have good cause to do so. The reasons must be rational and reasonable based on the circumstances.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-544f572 elementor-widget elementor-widget-heading\" data-id=\"544f572\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Call an Experienced San Diego Trust Litigation Attorney Now!\n<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-35e41c0 elementor-widget elementor-widget-text-editor\" data-id=\"35e41c0\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><b>Removing a trustee <\/b><span style=\"font-weight: 400;\">is not easy as it may seem. It takes more than a disagreement or general mistrust of the fiduciary to have him or her removed. An individual must provide the judge with valid reasons that made him or her believe they&#8217;ve breached their fiduciary duty and evidence to back up the position. Preparing the trust document, gathering sufficient evidence, and proving to a court that a trustee needs to be removed is far from easy and requires the legal expertise of a lawyer.<\/span><\/p><p><span style=\"font-weight: 400;\">If the beneficiaries of an estate feel a trustee has violated his or her fiduciary duties, contact Casiano Law Firm as soon as possible. A <\/span><a href=\"https:\/\/www.sandiegoelderlawandestateplanning.com\/trust-litigation\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">competent San Diego trust litigation attorney<\/span><\/a><span style=\"font-weight: 400;\"> like Vincent will want to know more about the facts of the situation before advising whether there is a valid claim for a trustee removal. Schedule an initial consultation today with our <\/span><a href=\"https:\/\/www.sandiegoelderlawandestateplanning.com\/estate-planning-probate\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">estate planning law firm<\/span><\/a><span style=\"font-weight: 400;\"> to get started or to get any questions answered.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Trustee Removal Attorney in San Diego, California A trust is a legal document that protects individuals in the event of death or incapacity. In creating a trust, the trust maker must name a trustee who has the legal obligation to administer it following the trust maker&#8217;s wishes and intentions. Trusts avoid probate, assign who will [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Wills and Trust Disputes Attorney | Wills &amp; Trust Contest | San Diego, CA<\/title>\n<meta name=\"description\" content=\"Get help contesting a will or trust with assistance from wills and trust disputes attorney Vincent Casiano from Casiano Law Firm!\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.sandiegoelderlawandestateplanning.com\/trustee-removal\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Wills and Trust 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