Q: How to File a Petition to Invalidate a Trust in addition to what has been filed by other Party. I am Beneficiary/Trustee
I am Beneficiary and Trustee on a prior Trust.
The Trust being used was obtained Fraudulently. Documentation we have indicates Trustor was not of sound mind and this was undue influence, Elder Financial Abuse by the 2019 Trustee to obtain Funds from Estate
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- California
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A: To file a petition to invalidate a trust due to alleged fraud, undue influence, and elder financial abuse, gather evidence supporting your claims, such as medical records and financial statements. Consult with a trust litigation attorney who can guide you through the process and prepare the necessary documents. File the petition with the court, notify interested parties, and attend court hearings with your attorney. Consider settlement options if available, and follow all court procedures and deadlines.
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