Can a trustee under a trust amendment recover attorney fees incurred in defending against a beneficiary named in the original trust agreement?

California, United States of America


The following excerpt is from Doolittle v. Exch. Bank, 193 Cal.Rptr.3d 818, 241 Cal.App.4th 529 (Cal. App. 2015):

The decision and reasoning of Whittlesey were approved and followed in Terry v. Conlan (2005) 131 Cal.App.4th 1445, 33 Cal.Rptr.3d 603 under similar circumstances. There, the trustee under a trust amendment, who was one of the beneficiaries named in the amendment, was not permitted to recover attorney fees incurred in defending against the claim of the beneficiary named in the original trust agreement. The court held that the trustee has not participated in this litigation as a neutral trustee to defend the trust and protect its assets; rather, she has consistently pursued her own interests and those of her siblings [beneficiaries under the trust amendment], to the detriment of [the beneficiary under the original trust instrument]. As such, she must bear her own costs in this litigation, rather than be reimbursed from the trust. (Id. at p. 1464, 33 Cal.Rptr.3d 603.)

Other Questions


How have the trustees of a trust been found to have breached their fiduciary duties toward the trust by failing to disclose to the trustee that the trustees have a conflict of interest in the trust? (California, United States of America)
When a party in whose name has placed a trust in the name of a person who is not a beneficiary of the trust, does he have to perform the obligations devolving upon him? (California, United States of America)
Is a client's attorney required to repay all moneys laid out by the attorney to the attorney before the client can make a claim against the attorney? (California, United States of America)
Can a beneficiary of a trust bring a lawsuit against a trustee who allegedly breached fiduciary duties owed to the beneficiary? (California, United States of America)
What is the effect of an amendment to Proposition 36 of the California Constitution requiring the Attorney General to produce a copy of the law where the law is amended or amended? (California, United States of America)
How have Attorney Defendants in the Trust Litigation argued that the Petition for breach of trust and removal was filed and pursued in bad faith? (California, United States of America)
Can an attorney who chooses to litigate in propria persona rather than retain an attorney to represent him recover attorney fees? (California, United States of America)
(5) Does a plaintiff have to allege that each toxin he takes from a named defendant was manufactured or supplied by that named defendant? (California, United States of America)
Can a trustee or beneficiary of a trust petition the probate court to determine the existence of the trust? (California, United States of America)
What is the meaning of a trust agreement where the beneficiary of the trust is denied or denied a right reserved to himself by the trustor? (California, United States of America)
X



Alexi white


"The most advanced legal research software ever built."

Trusted by top litigators from across North America.