Related Definitions
What is a De-Facto Trustee?
A person who assumes the role of trustee without formal appointment, often informally managing trust property or duties.
An individual or entity that assumes the responsibilities of a trustee without being formally appointed or named in a trust document. A de-facto trustee may take on the role by managing trust assets or making decisions regarding distributions. This situation can lead to legal complexities, especially if the actions of the de-facto trustee are contested by beneficiaries or if there is a dispute over the legitimacy of their authority.
Serving as Trustee?
RMO offers comprehensive legal support for trustees to ensure proper administration and help navigate issues that may arise.
Serving clients across California and Texas
Related Articles
Insights and advice on trust and probate estate litigation from our blog.
- News
- 3 min read
Stephanie K. Delaney and Phillip J. Szachowicz Named San Diego Super Lawyers 2025 Rising Stars
- News
- 3 min read
Uzzell S. Branson IV Named 2025 San Diego Super Lawyer
- Will Contest
- 3 min read
Essential Evidence Needed to Successfully Contest a Will
Executive summary Introduction A will contest is a common practice during probate if there are concerns about the document or the estate plan. However, [...]
- Creditors
- 3 min read
Protecting Inherited Wealth from Creditors and Litigation
Executive summary Introduction For estates of high-net-worth individuals, protecting wealth for their heirs and successors is paramount. Some of the biggest threats to inherited [...]
- Probate Litigation
- 3 min read
Tax Implications in High-Value Probate & Trust Litigation
Executive summary Tax implications in high-value probate If you are an interested party in a high-value estate, then it’s important that you understand the [...]
- Inheritance Disputes
- 3 min read
What Is a Child Entitled to When a Parent Dies With a Will
Executive summary Introduction Upon the death of a parent, children face an extremely difficult time having to grieve the loss of a parent but [...]
- Trust Litigation
- 3 min read
How Recent Legal Changes Affect High-Value Estate and Trust Litigation
Executive Summary Introduction Estate and trust litigation involves issues such as disputes surrounding trust distributions, contests concerning the validity of a trust, or concerns [...]
- Probate Litigation
- 3 min read
Understanding the Probate Process: A Step-by-Step Guide for High-Net-Worth Individuals
Executive summary Introduction Probate is the process of managing, administrating, and distributing the assets of an estate, either with or without a will. It [...]
- News
- 3 min read
Meghan M. Glaspy Elected Board Member of OC SPCA
- News
- 3 min read
AB-2016: California’s New Small Estate Law Explained
AB-2016: California’s New Small Estate Law Explained Executive summary Introduction California passed Assembly Bill 2016 (AB-2016) in September 2024 to take effect in April [...]
- Probate Litigation
- 3 min read
Understanding the Statute of Limitations in Probate Litigation
Executive summary Introduction Understanding the statute of limitations in probate litigation is critical for ensuring that you are able to protect your inheritance rights [...]
- Uncategorized
- 3 min read
How to Find Out If Someone Has a Will: A Step-by-Step Guide
Executive summary Introduction A will is an important piece of the estate administration process—without one, assets may be distributed to a deceased person’s successors [...]