Defense of Petition to Surcharge Trustee

Posted on: March 17, 2014

We represented a client who was successor trustee of a family trust.  Her siblings filed a petition alleging that she breached her duty as Trustee and asked the Court to surcharge her to the full extent of her inheritance under the trust.  After a bench trial, our client was ordered to reimburse the trust for the value of here private use of the trust property, but she did not forfeit her entire inheritance.

Posted in: Case Results • • •