{"id":5579,"date":"2022-06-22T06:50:09","date_gmt":"2022-06-22T06:50:09","guid":{"rendered":"https:\/\/www.sandiegoelderlawandestateplanning.com\/?page_id=5579"},"modified":"2022-06-29T07:10:03","modified_gmt":"2022-06-29T07:10:03","slug":"disputes-between-co-trustees","status":"publish","type":"page","link":"https:\/\/www.sandiegoelderlawandestateplanning.com\/disputes-between-co-trustees\/","title":{"rendered":"Disputes Between Co-Trustees"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"5579\" class=\"elementor elementor-5579\" 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\">Co-Trustee Disputes 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>trustee<\/b><span style=\"font-weight: 400;\"> manages and distributes assets in a trust. One of the most important decisions made during the creation of a trust is the selection of a sole trustee or co-trustees. A trustee can be an individual or a financial institution. At times, clients may choose to name two or more individuals as co-trustees in their trust agreement to perform these duties together.<\/span><\/p><p><span style=\"font-weight: 400;\">Generally, co-trustees must agree when making decisions, either unanimously or by the majority. However, conflict is likely to arise when the co-trustees are unable to agree on the actions to take on behalf of the trust. When any sort of trust dispute arises, it is highly advisable to have a <\/span><a href=\"https:\/\/www.sandiegoelderlawandestateplanning.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">trusted San Diego estate planning attorney<\/span><\/a><span style=\"font-weight: 400;\"> like Vinny on your side. Call him now and schedule an initial case evaluation.<\/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 an Estate Planning 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><b><img fetchpriority=\"high\" decoding=\"async\" class=\"alignright wp-image-5581\" title=\"San Diego co-trustee disputes attorney\" src=\"https:\/\/www.sandiegoelderlawandestateplanning.com\/wp-content\/uploads\/2022\/06\/San-Diego-co-trustee-disputes-attorney-300x200.webp\" alt=\"San Diego co-trustee disputes attorney\" width=\"450\" height=\"300\" srcset=\"https:\/\/www.sandiegoelderlawandestateplanning.com\/wp-content\/uploads\/2022\/06\/San-Diego-co-trustee-disputes-attorney-300x200.webp 300w, https:\/\/www.sandiegoelderlawandestateplanning.com\/wp-content\/uploads\/2022\/06\/San-Diego-co-trustee-disputes-attorney-1024x683.webp 1024w, https:\/\/www.sandiegoelderlawandestateplanning.com\/wp-content\/uploads\/2022\/06\/San-Diego-co-trustee-disputes-attorney-768x513.webp 768w, https:\/\/www.sandiegoelderlawandestateplanning.com\/wp-content\/uploads\/2022\/06\/San-Diego-co-trustee-disputes-attorney-1536x1025.webp 1536w, https:\/\/www.sandiegoelderlawandestateplanning.com\/wp-content\/uploads\/2022\/06\/San-Diego-co-trustee-disputes-attorney-2048x1367.webp 2048w, https:\/\/www.sandiegoelderlawandestateplanning.com\/wp-content\/uploads\/2022\/06\/San-Diego-co-trustee-disputes-attorney-1200x801.webp 1200w\" sizes=\"(max-width: 450px) 100vw, 450px\" \/>California trust litigation <\/b><span style=\"font-weight: 400;\">often arises from disagreements and hostility among co-trustees. In creating a trust, each co-trustee must know their rights, so the conflict may be resolved without harming the trust beneficiary. If you find yourself involved in a dispute with your co-trustees, a reliable San Diego trust litigation lawyer like Attorney Vincent Casino will help you know the legal steps you can take to resolve the conflict.\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\">Casiano Law Firm is prepared to handle your estate planning matters. Whether you are the trustee or co-trustee, Vinny can guide you throughout the estate administration process. Contact him now to learn more about your legal options.<\/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\">What Does a Co-Trustee Do?\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 trustee manages and administers a trust. The trustor puts the trust property in the hands of the trustee to control the assets on behalf of the named trust beneficiary. When there are multiple trustees appointed to manage a trust, they are called <\/span><b>co-trustees<\/b><span style=\"font-weight: 400;\">. A skilled San Diego trust litigation attorney Vinny can help you understand the roles and responsibilities of a co-trustee.<\/span><\/p><p><span style=\"font-weight: 400;\">Co-trustees jointly manage the trust\u2019s assets. It\u2019s paramount that they know the extent of their powers over the assets. A co-trustee cannot simply delegate or ask their fellow co-trustee to do the entire administration of the trust. Co-trustees typically share the same duties and powers, unless the trust agreement instructs otherwise. They usually need to come to a consensus when making decisions about the trust.<\/span><\/p><p><span style=\"font-weight: 400;\">California law imposes on co-trustees the same duties as a sole trustee. This includes:<\/span><\/p><ul><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Control and management of trust assets<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Filing all necessary tax returns<\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Distribution of trust property to the beneficiaries<\/span><\/li><\/ul>\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\">What are the Advantages of Appointing Co-Trustees?\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;\">Appointing co-trustees may seem like a good choice for many reasons. However, there are both advantages and disadvantages to utilizing co-trustees when creating an estate plan. While this co-trustee approach can have some drawbacks, it also has benefits that may be worth considering. A credible San Diego co-trustee disputes attorney like Vinny can help you decide whether a co-trustee appointment is the right move for your estate plan.<\/span><\/p><p><span style=\"font-weight: 400;\">In some cases, the grantor may believe that appointing co-trustees will alleviate family tensions since decision-making power won\u2019t lie in the hands of a single-family member. Administrative responsibilities can be allocated fairly and equitably among the co-trustees based on each trustee&#8217;s unique strengths and skills. Naming two or more co-trustees can work, but there is more opportunity for increased administrative costs and disagreements.<\/span><\/p><p><span style=\"font-weight: 400;\">For instance, if a trustor has two or more children, it seems fair to have all his or her children be part of the <\/span><b>trust administration<\/b><span style=\"font-weight: 400;\"> process. However, this kind of setup might lead to sibling rivalry. In this case, naming a sole successor trustee with one or several more successors is usually the best course of action. The best practice is to base your successor trustee against a standard of conduct they have lived, such as credit score, financial management, patience, and many other characteristics.<\/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\">What are the Disadvantages of Appointing Co-Trustees?\n<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0133f52 elementor-widget elementor-widget-text-editor\" data-id=\"0133f52\" 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;\">Even when the grantor\u2019s reasoning is based on practical considerations, the use of co-trustees carries special risks which may outweigh the benefits. Having multiple trustees slows down the administration process and can inevitably stir animosity between them. When the co-trustees can\u2019t agree, resolving the issue can be costly and time-consuming. Delays can result if the trust requires that all co-trustees be present and act together to conduct trust administration.<\/span><\/p><p><span style=\"font-weight: 400;\">For example, having two trustees allows them to share the load, potentially reducing the demands on each. However, the <\/span><b>co-trustee structure<\/b><span style=\"font-weight: 400;\"> may cause inefficiency and confusion. Important tasks may slip through the cracks as one trustee assumes the other is attending to them, which can easily lead to conflict between the co-trustees.<\/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-59cdc00 elementor-widget elementor-widget-heading\" data-id=\"59cdc00\" 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><span style=\"font-weight: 400;\">Choosing the right trustee or the right combination of trustees can be difficult. In some cases, appointing a sole trustee will be the best choice. In others, co-trustees may be a better option. Carefully considering the pros and cons of each approach can help ensure that the grantor\u2019s wishes for handling his or her estate and trust will be honored.\u00a0<\/span><\/p><p><span style=\"font-weight: 400;\">For many individuals appointed as co-trustee under a loved one\u2019s trust, it can be difficult to understand what is expected.<\/span><b> Disagreements between co-trustees<\/b><span style=\"font-weight: 400;\"> may arise and may lead to legal disputes. When two or more co-trustees cannot agree on how an estate or trust should be administered, the heirs and beneficiaries may suffer the greatest if the disagreement is not resolved swiftly. With significant assets and close family ties often hanging in the balance, trust litigation can be a trying and emotionally-charged process.<\/span><\/p><p><span style=\"font-weight: 400;\">If you are involved in a co-trustee dispute, you need a <\/span><a href=\"https:\/\/www.sandiegoelderlawandestateplanning.com\/trust-litigation\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">seasoned San Diego trust litigation lawyer<\/span><\/a><span style=\"font-weight: 400;\">.\u00a0 Our Casiano Law Firm attorney\u00a0 has the required legal skills and experience to resolve the trust administration issues and minimize any disruption to the lives and affairs of the heirs and beneficiaries. We have in-depth knowledge and understanding of the estate planning and trust administration process. Vinny provides vigorous and cost-effective representation for trust litigation matters in San Diego County and its surrounding areas. Contact 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;\"> now 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\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>Co-Trustee Disputes Attorney in San Diego, California A trustee manages and distributes assets in a trust. One of the most important decisions made during the creation of a trust is the selection of a sole trustee or co-trustees. A trustee can be an individual or a financial institution. At times, clients may choose to name [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":2556,"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\/disputes-between-co-trustees\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" 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