Trustees have a duty to protect the assets in the trust, as well as the beneficiaries’ interest in those assets. A trustee who fails to pay federal or state taxes on behalf of the trust causes harm to the trust estate in the form of extra costs such as interest and fees being charged. If you are a beneficiary of a trust and the trustee is neglecting their duty to file applicable tax returns, here are a few options you can take:

  • We can assist you with seeking a court order requiring the trustee to pay back the lost money out of their personal finances.
  • If you are worried about protecting trust assets, we can help you seek removal of the trustee.
  • If the probate court is not already overseeing the administration of the trust, we can get the court involved.

It is important to get The Legacy Lawyers involved as soon as you realize the trustee is not fulfilling their fiduciary obligations. We can help with all trust related matters, and are ready to walk with you every step of the way. We remain available during this uncertain time.  To schedule an appointment, call us at (714) 963-7543. At The Legacy Lawyers we are dedicated to your peace of mind.