Bad Trustees Newsletter

The Truth About The Slowness and Delibrate Probate Process

⚖️ The Truth About The Slowness and Delibrate Probate ProcessWhen a Trust Breaks TrustThere’s something nobody really tells you about trusts. They’re supposed to make things simple. Clean. Fair. Structured. A way to honor your parents’ wishes without turning a family...

When Trustee refuses to deliver an accounting

⚖️ When Trustee refuses to deliver an accountingTrustee Refusing AccountingHere’s what the court can do when a trustee refuses to deliver an accounting: 🔎 Sanctions & Remedies for Failure to Account Order to Compel + Deadlines Judge can issue an order with a...

Why Beneficiaries Deserve Transparency

Transparency is more than just a legal obligation — it’s a moral one. Beneficiaries are not asking for favors; they are asking for what was intended for them

Protecting Families from Trust Disputes

Trust disputes are some of the most painful conflicts a family can face. They often pit siblings against each other, strain relationships, and drain resources. The sad part is that many disputes are avoidable.

The True Role of a Trustee

A trustee’s job is to follow the instructions in the trust document exactly as they were written by the person who created it. That means no favoritism, no shortcuts, and no self-interest.

Why a Bad Trustee Would Not Be Entitled to Trustee Fees

If the Bad Trustee is facing potential surcharge and documented breaches of fiduciary duty, his claim to trustee fees is almost certainly dead in the water.

How to collect damages if trustee hides assets?

How to collect damages if trustee hides assets?Trustee DamagesCollecting damages from a trustee who has hidden or misused trust assets is totally possible—but it takes a strategic combo of legal action, documentation, and often court involvement. Here's how to go...

What is an A/B for an Irrevocable Trust?

What is an A/B for an Irrevocable Trust?

What is an A/B for an Irrevocable Trust?A/B TrustGreat question! An A/B trust setup, even within the context of an irrevocable trust, is a type of estate planning structure used to help minimize estate taxes and preserve assets—especially for married couples. 🔤 What...

Financial elder abuse

Financial elder abuse

Definition of Financial Elder AbuseElder Financial AbuseFinancial elder abuse is a form of exploitation where someone illegally or improperly uses an older adult’s money, property, or assets for personal gain—often without the elder’s knowledge, understanding, or...

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