A former beneficiary and named successor trustee who had been disinherited and removed from trustee succession by subsequent amendments to a trust did not have standing to petition the court to invalidate such subsequent amendments.
MCLE Credit: 1.0 Hour General
The closure of nearly all superior courts in California and limitations on court filings have raised a practical issue for parties.
David Little was elected as a Fellow of the American College of Trust and Estate Counsel (ACTEC).
Determine how to produce the summary of account and each supporting schedule. Recognize California's Uniform Principal and Income Act. Recognize when the fiduciary's records reveal a breach of trust. Determine how to get the records you need to do the job you were hired to do.
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