Beneficiaries are not powerless when a trustee refuses to account, stalls distributions, or uses trust assets for personal benefit. California law provides tools — including petitions to compel accountings, surcharge a trustee, or remove and replace a trustee. David Dunlap Jones handles these trust litigation matters from Tustin, representing beneficiaries and fiduciaries — whether you are contesting a trustee's conduct or defending a fiduciary's actions.
Warning signs
What the court can order
Court orders for accountings, instructions, removal, appointment of a successor, and damages for breach of fiduciary duty — depending on the facts and which side of the dispute you are on.