Sometimes, Trustees Don’t Get To Charge Whatever They Wish

Appellate court: Disabled San Jose man owes nothing to trustee and attorneys in bitter probate dispute

This case is important because the appeals court ruled that trustees cannot just charge whatever they wish, without having to follow the terms of the trust.  This may benefit many elderly persons who are the beneficiaries of trusts that are controlled by trustees like the ones in this case.

There’s an even more important related follow-on case: the trustees who lost this case still want the trust to pay their legal fees.  The second case will determine whether that should happen.

Read more at the San Jose Mercury News site.

 

 

 

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Tim Colling

Tim Colling is the founder and President of A Servant's Heart In-Home Care, which provided in-home caregiving services in San Diego County, and also of A Servant's Heart Geriatric Care Management, which provided
professional geriatric care management services and long term care placement services in San Diego County. Tim has more than 30 years of experience in management in a variety of industries. He held a Certified Care Manager credential from the National Academy of Certified Care Managers. Tim is also a Certified Public Accountant (retired), and received his Bachelor’s Degree in Accounting from California State University at San Diego. In addition to writing blog posts here for the Servant’s Heart blog, Tim also is a regular contributor to HealthLine.com and to FamilyAffaires.com as well as blogs of other eldercare services provider companies. Finally, Tim is also the president of A Servant's Heart Web Design and Marketing, which provides home care marketing as well as website design and online marketing for those who serve the elderly and their families.

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