Does a beneficiary have standing to challenge the merits of a trust amendment?
California, United States of America
The following excerpt is from Swanner v. Chamberlain, G057170 (Cal. App. 2020):
Similarly, in Barefoot v. Jennings (2020) 8 Cal.5th 822, 827, the court held that the Probate Code gives standing to an excluded beneficiary to challenge the merits of trust amendments based on incompetence, undue influence, or fraud, but only after the settlor's death.
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