The court can remove a fiduciary, such as a Trustee, when the court believes that the Trustee has taken action counter to the beneficiary’s best interest breaching their fiduciary duty.
The judge will remove a trustee only if he or she hears the proper evidence. You must provide the judge evidence in the form of documents and testimony. Gathering this evidence requires depositions, expert witnesses such as accountants, interrogatories, witness interviews, subpoenaed documents and evidence presented following the Rules of Evidence and subject to the Trustee’s objections. Our experienced Estate Litigation Attorneys will walk you through every step of this complicated journey. Convincing judges to remove trustees is what we do.
Judges take Trustee removal seriously, and will only accept evidence if your team has followed proper procedures. Further, Trustees are free to use Trust funds to defend themselves. If not countered by an experienced attorney, the fiduciary can use procedural steps to draw out the process and increase costs. An experienced Trustee Removal Attorney can assess the situation and help avoid pitfalls. In the end, the experience will save you money.
Just being upset with the Trustee is not enough. You must provide the judge with a basis for removal. Every case is different, but this is a list of some common reasons for Trustee Removal.
If an interested party believes that a Trustee has committed acts requiring removal they can hire an Estate Litigation Attorney to petition for that fiduciary’s removal. Further, if the Trustee’s wrongful act has damaged the Trust, the Attorney can also Petition to force the Trustee to file a Formal Account. In this process, the Estate Litigation Lawyer can obtain an order allowing discovery. A discovery order allows the Trust Removal Lawyer to depose the fiduciary, subpoena evidence, obtain records and interview witnesses.
If the Trustees will not alter their behavior and correct any damage to the interested person’s satisfaction, the judge will hold a hearing. At this hearing, the Estate Planning Lawyer will present the evidence gathered, using the court’s Rules of Evidence and Procedure. If after hearing all the evidence the judge finds that grounds exist for removal, the judge can order the fiduciary’s removal and surcharge the fiduciary for damages.
Retaining an attorney experienced with Trustee removal will save time and money. An experienced Estate Litigation Attorney will assemble and present the evidence so the judge can properly rule as quickly as possible.
At one time trust beneficiaries had few rights and courts gave Trustees great deference. This has changed. Changes in the law have given beneficiaries legal rights to gather information and to more easily challenge the trustee’s actions including asking for trustee removal. Each situation is different, contact us for a free consultation and explain the specific facts and circumstances of your situation.
Some people refer to a Trustee Removal action as a “Replacement Action.” This is often the case when the Trust document lists successor trustees and the goal is removing the initial trustee, “replacing” him with the successor trustee.
If a beneficiary or other interested party believes that an initial trustee has not fulfilled his duties or obligations, or has committed a Breach of Fiduciary Duty, and wants the successor trustee to serve instead, he or she can have one of our experienced litigation attorneys file a removal petition.
Prior to the hearing, discovery is made and evidence is obtained to present to the judge. This discovery process may include depositions, interviews and interrogatories of the existing trustee as well as financial advisors, beneficiaries, bankers or physicians. This evidence must be presented to the judge in an orderly fashion. An experienced attorney familiar with the court and its procedures best handles this process.
The interested party pays the attorney, but if the removal action is successful, the judge may order reimbursement from the estate. The Trustee may also hire an attorney. The trust pays this attorney, but if the judge removes the Trustee for bad acts, such as Breach of Fiduciary Duty, the judge may order the Trustee to repay the amount given to the lawyer.
If you are seeking to remove an Trustee your case will be heard before a court with unique procedures and rules. Your case must be organized and presented in a specific manner. Evidence must be gathered through witness interviews, depositions and documents secured by subpoena. If deadlines are missed, your case will be dismissed.
Like any profession or trade, It takes years of experience to master this process. Your case is best served by having an attorney familiar and experienced with these procedures.
If you have any questions about removing a Trustee or any other estate law topics, please contact us to schedule a free consultation.
For more than two decades Klenk Law has focused only on Estate Law. We’ve seen it all, and this experience allows us to explain complex estate laws and techniques clearly and concisely. If you need to remove a Trustee our our experienced Trust and Estate Litigation Attorneys will make it easy for you to understand the process and provide top notch representation.
Many firms assign Estate Litigation cases to their young lawyers or a general litigator. This is not cost effective. Being that Estate Litigation is what we do, our experience allows us to focus quickly on the issues that matter. By being focused, we arrive at the most cost efficient plan. We find the solution to your problem while the others are just warming up.
While some firms litigate, few of them have whole departments focused exclusively on estate matters. At Klenk Law, our Trust and Estate Litigators have the luxury of partnering with other lawyers from our Probate and Estate Administration or Estate Planning Departments. The depth of experience we can focus on your case is truly impressive. Whatever issue you are facing, our team has the answer.
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We recently used Peter's firm to update our wills and trusts. We found he and his staff to be well-informed, professional and highly efficient. And equally valuable, Peter explains the law in terms that a layperson can readily understand.
I have worked with Peter Klenk & his associates for some time now and I have found them to be ultra-qualified, knowledgeable and diligent about their work. I highly recommend them.
When it came down to picking the right attorney to handle my affairs, I knew right away it was this firm. From speaking to their secretary to speaking to Peter I knew I was making the right decision. After only a few mins Peter knew right away what I was looking for and handled all my questions professionally and even gave me great feedback that put my mind at ease. All that without even giving a single penny! So of course I hired him! So far so good...
Like another reviewer, I contacted Peter through his website using the free consultation link, for a question regarding PA inheritance taxes. The question was quite technical and difficult to explain, and the answer was nowhere to be found on the web. Peter grasped precisely what I was asking, and provided a clear, helpful response (with a touch of humor) the very next day.