What should I do if I suspect a co-trustee of breach a trust during an Anaheim trust administration?

For trustees who are serving alongside others during a trust administration in Anaheim, co-trustees must be aware of certain, unique duties. In addition to the standard duties of a trustee of a trust, co-trustees must take reasonable steps in order to prevent their co-trustee from breaching the trust. In addition, the trustee must compel their co-trustee to resolve any such breaches of trust. What should you do if you find yourself in this type of situation? Consider taking the following actions:

  • Contact an experienced Anaheim trust attorney. Actions that you take or refrain from taking as a co-trustee could affect your own personal liability and should not be taken lightly.
  • Obtain a copy of the trust instrument and all amendments.
  • Gather supporting documentation that demonstrates the breach of trust.
  • Obtain any supporting documentation that shows your attempt to resolve the breach of trust.
  • Meet with your attorney to discuss whether legal action is necessary.

For trustees implementing a trust in Anaheim, it is vital to seek guidance from a knowledgeable legal professional in order to protect the trust assets and the trustee’s own personal liability. To learn more about the implementing of a trust plan and serving as a co-trustee, view our free guide, Understanding the Revocable Living Trust - In Language that Anyone Can Understand in 8 Minutes. The experienced Anaheim trust lawyers at the Law Office of James F. Roberts & Associates, APC, are pleased to offer you a consultation. Call our office today at (714) 459-5481.

James F. Roberts
Founder and owner of the Law Office of James F. Roberts and Associates, a premiere estate planning law firm