Legal Question in Wills and Trusts in California
How to remove trustee/executor
A couple of questions:
1. I read on another legal site that a non-citizen cannot be an executor of a will. Is this true and if yes, is this true for trusts as well?
If this is true for trusts would the trust still be valid if any one of the assigned successor trustees weren't citizens?
2. What kind of evidence would be necessary to remove the primary successor trustee for breach of fiduciary duties? For an estate worth approximately 1.5 million, would it be worth the time and legal expense to do so even with the best evidence? (You may assume when answering that the emotional toll on all individuals involved as well as the negative consequences on relations between them has been considered)
Thank you in advance for your response.
2 Answers from Attorneys
Re: How to remove trustee/executor
1. Can an illegal be a trustee? Yes. However, he risks being deported if his status becomes known during litigation.
2. Is it hard to remove a trustee? No. But the court will appoint its own trustee, a noninterested third party. This can be very expensive to the trust because the new court appointed trustee has to study the entire file to understand the issues. Nevertheless, in cases where there is genuine stealing, it is worth it. But again, it is expensive. The best thing to do ALWAYS is try to get along with the trustee by being extremely diplomatic.
Re: How to remove trustee/executor
there is no requirement that the trustee of a US trust be a US citizen (although if a court is considering appointing a trustee, it will usually require a trustee who resides in the jursiditional area of the court). there can be US income tax consequences where a trust is considered to be a "foreign trust" by having a trustee who is resident in another country (whatever the citizenship of the trustee).
breach of fiduciary duty covers many acts and omissions. of importance in the case of a trust are mismanagment of assets, improper self-dealing and failing to follow provisions of the trust.
you need to retain an attorney to review the trust agreement and consider all the facts in order to obtain a complete and correct analysis of this situation.