San Francisco, CA asked in Probate and Estate Planning for California

Q: I have a trust in California, and I keep trying to get my trustee to abide by the CTAPP regulations. Acct reports none!

She has been my trustee for a year end, though I have provided the CTAPP regulations, she stated she only hast to follow probate law. I have an incompetent probate attorney, who allows the trustee to get away with this protocol.

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1 Lawyer Answer
James L. Arrasmith
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Answered

A: In California, trustees have a fiduciary duty to act in the best interests of the trust and its beneficiaries, which includes providing accounting reports and abiding by applicable regulations. If your trustee is not complying with CTAPP regulations and you believe your rights as a beneficiary are being violated, you may need to seek legal recourse. It's advisable to consult with another attorney who specializes in trust and estate matters to review your specific situation and explore potential legal actions.

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