Trustee’s Obligation To Maintain Impartiality in Trust Litigation: Zahnleuter v. Mueller

In the article “Trustee’s Obligation to Maintain Impartiality in Trust Litigation: Zahnleuter v. Mueller (2023) 88 Cal. App.5th 1294,” published in the California Lawyers Association Trusts & Estates Quarterly (2023, Volume 29, Issue 4), Denise E. Chambliss and Clare Capaccioli Velasquez explore the tension between a successor trustee’s duty to defend the trust and the obligation to treat beneficiaries impartially. The analysis centers on the Court’s decision to surcharge a trustee for using trust assets to protect against a beneficiary’s challenge to the validity of an amendment. Read the full article here.