Legal Question in Wills and Trusts in California

Estate planning/ Living trust

My late aunt, appointed two people as her trstees. However, both have decided to resign. I am one of the heirs, and I'd like to know how a new trustee is appointed?


Asked on 5/27/08, 2:54 pm

5 Answers from Attorneys

Re: Estate planning/ Living trust

It really depends. If the trust has a successor trustee named then that person (or people) would take over. If no successors named are the first people (who want to resign) given an option to appoint successor trustees? That could be easy. If not that then somebody (including yourself) need to petition the Court for a trustee to be appointed. Let me know if you would like to hire an attorney to help! -John

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Answered on 5/27/08, 3:12 pm
Aaron Davis Law Office of Aaron M. Davis

Re: Estate planning/ Living trust

The first thing to do is to look at the language of the trust. Usually, successor trustees are named in the trust, or there is some procedure for naming successor trustees.

If the language of the trust does not provide any direction, a trust company may be appointed with the approval of all beneficiaries, or you (or another interested party) will have to petition the court to name a trustee, which may include you unless the trust specifically excludes you as a trustee.

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Answered on 5/27/08, 5:45 pm
John D. Williams Law Offices of John D. Williams

Re: Estate planning/ Living trust

You need to look at the trust document. Usually, the trust provides for successor trustees and/or a procedure for appointing a successor trustee.

If you would like a free initial consultation, please call or e-mail me with contact information. I have over 25 years experience in estate administration.

Good luck and thank you for your inquiry.

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Answered on 5/27/08, 7:16 pm

Re: Estate planning/ Living trust

First, the trust document itself will be controlling. This document may also have a procedure to be followed if there are no remaining successor trustees.

If there is no such procedure then you will likely have to petition the court. To do this you should contact a local attorney to review the Trust document(s) and discuss your options.

Let me know if you would like to discuss it.

Caleb

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Answered on 5/27/08, 8:38 pm
Mitchell Roth MW Roth, Professional Law Corporation

Re: Estate planning/ Living trust

The trust document may speak to the issue, otherwise you have to petition the probate court to appoint a Trustee.

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Answered on 5/31/08, 10:09 pm


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