A common scenario finds a situation where one beneficiary’s request is honored, but a similar request from a different beneficiary is turned down. This may be a valid cause to challenge the position of the trustee and hold them accountable. There are cases where beneficiaries are not receiving prompt response from a trustee, or where information is either not forthcoming, inaccurate or misleading.

You may be concerned about the manner with which a trustee is managing the assets of the trust itself. There may be uneven or excessive distributions, or concerns that the trustee is using trust assets for their own personal gain. In other situations, the circumstances surrounding the trust may no longer be true or viable, and the trust may no longer be required in order to accomplish its purpose.