Stockton, CA asked in Estate Planning, Elder Law and Probate for California

Q: Trustee demanding a blood test drug test to one beneficiary rules? And rights of.

1 Lawyer Answer
James L. Arrasmith
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Answered

A: A trustee generally has a fiduciary duty to act in the best interest of the beneficiaries and follow the terms outlined in the trust. If the trust document specifies that a drug test is required for beneficiaries to receive distributions, the trustee may have the authority to request such a test. However, if the trust does not include this requirement, demanding a drug test could be considered overreaching and may be challenged.

As a beneficiary, you have the right to request a copy of the trust document and review its terms. You also have the right to request an explanation of why the trustee is demanding the test, particularly if it’s not mentioned in the trust. If you feel the trustee is acting outside their authority or unfairly, you can seek legal advice and consider taking action, such as requesting the court to review the trustee's actions.

If you are unsure of your rights or the trustee's obligations, you can petition the court for clarification or to remove the trustee if they are not fulfilling their duties properly. This situation can often involve sensitive legal interpretations, so it’s important to review all documents and take appropriate steps to protect your rights.

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