What is the name of your state? California
I am currently a beneficiary of a trust. The trustees have made distributions to someone who isn't a beneficiary. Is that legal? No notification was given to myself or other beneficaries of this action. This has been going on for about 3 years. The amount distributed to this person is sizeable. When these payments came to the attention of myself and other beneficiaries, the trustees discontinued making the payments. I want to know if the actions of the trustees have set some sort of precidence that would allow the payee to take action against the trust. The trust documents clearly state that only "blood" relatives are to inherit, and nowhere in the will or trust documents is this person named.
I am currently a beneficiary of a trust. The trustees have made distributions to someone who isn't a beneficiary. Is that legal? No notification was given to myself or other beneficaries of this action. This has been going on for about 3 years. The amount distributed to this person is sizeable. When these payments came to the attention of myself and other beneficiaries, the trustees discontinued making the payments. I want to know if the actions of the trustees have set some sort of precidence that would allow the payee to take action against the trust. The trust documents clearly state that only "blood" relatives are to inherit, and nowhere in the will or trust documents is this person named.