Los Angeles, CA asked in Family Law, Probate and Estate Planning for California

Q: If a former conservatee has been declared competent, then restates their Living Trust, can the court on it's own motion

If a former conservatee has been declared competent, then restates their Living Trust, can the court years later on it's own motion appoint a new trustee despite the Trustee's objection?

1 Lawyer Answer
James L. Arrasmith
PREMIUM
James L. Arrasmith pro label Lawyers, want to be a Justia Connect Pro too? Learn more ›
Answered
  • Estate Planning Lawyer
  • Sacramento, CA
  • Licensed in California

A: Under California law, if a former conservatee has been declared competent and has restated their Living Trust, the court generally does not have the authority to appoint a new trustee on its own motion years later, especially if the current trustee objects.

Here are a few key points to consider:

1. Capacity: Once a conservatee has been declared competent, they regain the legal capacity to manage their own affairs, including making decisions about their Living Trust.

2. Trust Amendment: If the former conservatee has restated their Living Trust while having the required mental capacity, the terms of the restated trust would typically govern the appointment and removal of trustees.

3. Court Intervention: Courts generally do not intervene in the administration of a trust unless there is a dispute or a petition brought by an interested party (such as a beneficiary) alleging misconduct, incapacity, or a serious breach of trust by the current trustee.

4. Trustee's Objection: If the current trustee objects to their removal and there is no evidence of wrongdoing or incapacity, the court would be unlikely to remove the trustee without a compelling reason.

However, there are some exceptions where a court might intervene, such as if there is evidence of the trustee's misconduct, mismanagement of trust assets, or if the trustee becomes incapacitated. In such cases, an interested party would typically need to petition the court for the removal of the trustee and the appointment of a new one.

It is always best to consult with a California trust and estate attorney for specific advice tailored to your situation, as they can review the terms of the Living Trust and provide guidance based on the particular circumstances involved.

Justia Ask a Lawyer is a forum for consumers to get answers to basic legal questions. Any information sent through Justia Ask a Lawyer is not secure and is done so on a non-confidential basis only.

The use of this website to ask questions or receive answers does not create an attorney–client relationship between you and Justia, or between you and any attorney who receives your information or responds to your questions, nor is it intended to create such a relationship. Additionally, no responses on this forum constitute legal advice, which must be tailored to the specific circumstances of each case. You should not act upon information provided in Justia Ask a Lawyer without seeking professional counsel from an attorney admitted or authorized to practice in your jurisdiction. Justia assumes no responsibility to any person who relies on information contained on or received through this site and disclaims all liability in respect to such information.

Justia cannot guarantee that the information on this website (including any legal information provided by an attorney through this service) is accurate, complete, or up-to-date. While we intend to make every attempt to keep the information on this site current, the owners of and contributors to this site make no claims, promises or guarantees about the accuracy, completeness or adequacy of the information contained in or linked to from this site.