What is the legal criteria for reversing a trust beneficiary's claim against a trustee?

California, United States of America


The following excerpt is from Orange Catholic Found. v. Arvizu, 239 Cal.Rptr.3d 60, 28 Cal.App.5th 283 (Cal. App. 2018):

legal criteria." " ( Hirshfield v. Schwartz (2001) 91 Cal.App.4th 749, 771, 110 Cal.Rptr.2d 861.) We may reverse only if the trial courts decision " exceeds the bounds of reason, all of the circumstances before it being considered. "

[239 Cal.Rptr.3d 68]

( Denham v. Superior Court (1970) 2 Cal.3d 557, 566, 86 Cal.Rptr. 65, 468 P.2d 193.)

"The remedies of a beneficiary against the trustee are exclusively in equity." ( 16421; see Rest.3d Trusts, 95 ["With limited exceptions, the remedies of trust beneficiaries are equitable in character and enforceable against trustees in a court exercising equity powers"].) This is significant, because it means that "wide play is reserved to the courts conscience in formulating its decrees." ( Lickiss v. Financial Industry Regulatory Authority (2012) 208 Cal.App.4th 1125, 1133, 146 Cal.Rptr.3d 173.)

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