Best Trust Attorney Orange County, CA. #1 Trust Litigators 1
Probate and Trust Litigation
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We believe that our firm offers one of the strongest and most sophisticated trust, estate and probate litigation practice groups in the State of California, at both the trial and appellate levels.

Best Trust Attorney Orange County, CA. #1 Trust Litigators 2

Hess-Verdon & Associates PLC

Estate Planning Attorney in Orange County, CA.
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Hess-Verdon & Associates PLC, the premiere Orange County Trust & Estates law firm, is headquartered in Newport Beach, California. Over the past 29 years, our firm has advised thousands of clients.

Best Trust Attorney Orange County, CA. #1 Trust Litigators 3

Dedicated to Providing Effective, Experienced Counsel

Peace of Mind - Knowing we are working for you.
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Whether you are looking for an Orange County estate planning attorney or you have a legal issue elsewhere Hess-Verdon handles cases throughout the state of California.

Best Trust Attorney Orange County, CA. #1 Trust Litigators 4
Probate and Trust Litigation
Image is not available

We believe that our firm offers one of the strongest and most sophisticated trust, estate and probate litigation practice groups in the State of California, at both the trial and appellate levels.

Best Trust Attorney Orange County, CA. #1 Trust Litigators 5

Hess-Verdon & Associates PLC

Estate Planning Attorney in Orange County, CA.
Image is not available

Hess-Verdon & Associates PLC, the premiere Orange County Trust & Estates law firm, is headquartered in Newport Beach, California. Over the past 29 years, our firm has advised thousands of clients.

Best Trust Attorney Orange County, CA. #1 Trust Litigators 6

Dedicated to Providing Effective, Experienced Counsel

Peace of Mind - Knowing we are working for you.
Image is not available

Whether you are looking for an Orange County estate planning attorney or you have a legal issue elsewhere Hess-Verdon handles cases throughout the state of California.

Best Trust Attorney Orange County, CA. #1 Trust Litigators 7
Probate and Trust Litigation
Image is not available

We believe that our firm offers one of the strongest and most sophisticated trust, estate and probate litigation practice groups in the State of California, at both the trial and appellate levels.

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Best Trust Attorney Orange County, CA. #1 Trust Litigators 8
WELCOME
Your Orange County Trust & Estate Law Firm
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Call 949-706-7300
and speak with a Hess-Verdon Attorney
Best Trust Attorney Orange County, CA. #1 Trust Litigators 9

 Trust Disputes

It is often difficult to find an experienced Orange County probate attorney or an Orange County trust litigation attorney with substantial knowledge in estate, trust and related taxation matters.  Learn More about Trust Litigation 

Quick link:

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Estate Planning

It is so important to have your wishes known in a way that prevents confusion, delay, disputes and waste. Here are Hess-Verdon, we make sure you are well versed in today’s taxation matters. Need estate planning for blended family?  Learn More about Estate Planning

Quick Link: Special Needs Trust

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Trust Administration

We provide legal services in the administration of probate (California probate fees) and trust estates.  The loss of a loved one is a traumatic event.  We understand the preparation and filing of all necessary probate court filings.  Learn More about Trust Administration

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Business Law

Our Business Transactions and Planning practice provides clients with some of the most important legal service involved in organizing, operating and expanding their businesses. We have two service goals. Learn More about Business Law

Quick link: Business Litigation Attorney

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Real Estate Law

Our attorneys assist clients in navigating through the complexities and challenges of today’s real estate environment. Clients range from individuals, brokers, family owned corporations. Learn More about Real Estate Law

DEDICATED TO PROVIDING EFFECTIVE, EXPERIENCED  COUNSEL. 

We are proud to serve Clients throughout California. – Hess-Verdon

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“Absolutely top notch firm for handling all your estate planning matters.”

Dean Williams

Client Since 1995

Best Trust Attorney Orange County, CA. #1 Trust Litigators 14

“Definitely a firm that will “fight to the finish.”

Frances Gruben

Client Since 2010

Best Trust Attorney Orange County, CA. #1 Trust Litigators 14

“I have been working with this firm since 1994; you can’t beat a firm like this, that is so ethical and competent.”

Dixie Fisher

Client Since 1994

Best Trust Attorney Orange County, CA. #1 Trust Litigators 14

“Outstanding expertise and client support”

Suzanne Casey

Client Since 2018

Best Trust Attorney Orange County, CA. #1 Trust Litigators 14

“We’ve always felt comfortable sharing our concerns with Hess-Verdon & Associates and have felt confident that the job was well done and the concerns answered.”

Malou Cole

Client Since 2006

Best Trust Attorney Orange County, CA. #1 Trust Litigators 14

“Hess-Verdon is very professional and knowledgeable on corporate law, that can help with estate planning matters.”

Roy Trachsel

Client Since 1995

OUR ATTORNEYS ARE READY TO HELP YOU

3 Reasons To Choose Our Law Firm

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1.) Honest, Expert Lawyers

Clients choose us because we have successfully put our business philosophy into practice. We have earned an excellent reputation throughout California through hard work, dedication, and a track record of success.

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2.) Putting Our Clients First

Our mission is to provide professional and aggressive representation on behalf of our clients, while developing winning strategies that are cost-effective without compromising quality. Our single dedication is to bring the highest level of advocacy to those we represent.

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3.) Cost-Effective legal services delivered in a timely manner.

Our reputation and success ride exclusively on our ability to recover the best results for our clients, as seen in our Hess-Verdon & Associates reviews.

Trust Attorney Orange County

Serving all of Orange County and surrounding counties. Estate Planning, Trust & Probate Litigation throughout the state of California.

If you are looking for a Trust Attorney in Orange County, CA., you have come to the right trust & estate planning firm.

Hess-Verdon & Associates, PLC is one of the strongest and most sophisticated trust and estate law firms in the State of California at both the trial and appellate levels. 

Call us at 949-706-7300 to discuss what options make most sense for you.

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Get Your Answers Now

Orange County Trust Attorney 

Why Choose Hess-Verdon & Associates?

Our legal team of Trust Attorneys in Orange County, are well versed in estate planning, trust administration and trust litigation.   Our motto is this:  Create, train and manage an aggressive legal team of experts that protect you, our preferred client, with up-to-date tax and estate planning strategies.

Rest assured, the Hess-Verdon team is here to help you (see our tax-smart strategies for 2019).  Unlike some other law firms, we are a full service firm. Handling thousands of probate and trust litigation cases helps us know exactly steps are crucial for your estate plan.

Come visit us in Fashion Island in Newport Beach.   If you believe you need a team of attorneys, paralegals, and a helpful caring staff then read on.

Why a Trust?

A trust can be an obvious choice for your estate planning – which can save estate taxes, can protect your property and helps your heirs avoid probate.  But before jumping straight into a California living trust, there are many advantages and disadvantages to consider in terms of types, i.e., revocable vs. irrevocable, upcoming California tax implications and on and on.

A Living Trust Overview

A trust can be contested for many of the same reasons as a Will. Trusts do not “eliminate taxes,” but it is possible to minimize your estate tax liability through estate planning.  We often update our website with the state-of-the-art strategies that are effective for both individuals and families, as well as business owners or those with combined families. 

 

Some Litigation Essentials

When it comes to a living trust, when we meet with clients, we will explore some fundamentals that will aid you in making the right direction.  We will discuss Trust disputes as well and how to avoid them, be it from the beneficiary perspective and/or Trustee(s)’ perspective and the steps for both parties.  Also, we will unwrap the following topics:

  • Undue influence
  • Lack of capacity
  • Tortious Interference with a Testamentary Expectancy
  • Accounting actions
  • Breach of fiduciary duty
  • Trustee Removal
  • Lack of Execution Formalities
  • Trust Construction, and surcharge actions.
  • Are you needing litigation legal advice?  If so, you have found the right firm!
Trust Categories: What Type Do You Need?

So basically, Trusts fall into two broad categories, “testamentary trusts” and “living trusts. Another distinction, you may have heard of already is a “revocable” or “irrevocable” trust.

But below are more types of trusts available.

  1. Living Trust: (family trusts)
  2. Revocable Trusts
  3. Irrevocable Trusts
  4. Testamentary Trusts
  5. Married A-B Trusts
  6. Qualified Terminable Interest Property (Q-TIP) Trusts
  7. Special needs trusts for disabled beneficiaries
  8. Generation-skipping trusts
  9. Qualified Personal Residence Trusts (QPRT)
  10. Pet Trusts
  11. Charitable Remainder Trusts (CRT)
  12. Irrevocable Life Insurance Trusts (ILIT)
  13. Grantor Retained Annuity Trusts (GRAT)
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Email for a Quick Response

Trust Litigation

Trust Litigation
When it comes to a trust litigation attorney in Orange County, Los Angeles County, Riverside County or across California, there are a few “musts” that can either make or break your case. To address these issues, we have created a partial list of just some legal topics that could be important to your situation.
Types of Litigation

They are the following:
• Trust Disputes
• Alleged fiduciary negligence
• Trustee mismanagement
• Trustee self-dealing
Trust litigation
• Financial exploitation of the elderly
• Malfeasance in the administration of trusts and estates

Are you a Trustee or Beneficiary ?

First of all, what side of the estate plan are you on? Are you the Trustee or Beneficiary?

Let’s go over both roles, the expectations and answer some legal questions that may arise.

TIP: What causes litigation typically? Poor drafting of the initial documents and poor behavior of the people involved in the trust administration process. Many times, and by accident, the settlor created a prior living trust, then years later writes up a will that conflicts with some wishes in the living trust. Once the grantor dies, the documents come into effect. Which one supersedes?

Take away: ALWAYS consult the living trust before entering into another type of estate plan.

2nd take away: Have a trust attorney who is astute, works with hundreds if not thousands of clientele.

Hess-Verdon & Associates, PLC is the legal firm that people go to for help in fixing up all types of trusts. Our knowledgable and aggressive actions are necessary to ensure the settlor maintains their wishes on how the estate should be administered.

Where We Can Help You!

I am the beneficiary:

If you are the beneficiary, we understand you want to make sure the estate plans are lived up to the full extent of the law. If you find yourself having to litigate the management of the trust, our recommendation is to call us immediately. Many times we can discuss your situation on a Second Opinion basis, allowing you to know where you stand and what your rights are.

I am the Trustee:

If you are the Trustee, we are here to assist. It’s important to show your due diligence in the management of the trust. Many times, the beneficiaries’ demands are unreasonable and are based upon a lack of information or disclosure  by the Trustee.  You  were chosen as the Trustee to carry out the wishes of the settlor, but this can include many decisions that require legal and tax advice and not just common sense. Therefore, you need to be careful about your decisions to prevent the beneficiaries from criticizing your actions with the benefits of hindsight.

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Talk to One of Our Attorney's Now

Estate Planning and Trust Administration

Protect the Family

We understand the desire to go “inexpensive” on your first will and trust. You may consider it like buying a Pinto versus a Mercedes for example. Both can get you to the destination.

In this case, however, the destination is riddled with pot holes. It is only when the person dies, that the will and estate plan will come into effect.  Then and only then will you know the true extent of the quality of work done to your estate plan.

So it is important to not only have quality documents, but to find the firm that you, your spouse, or your family can call for help at the time of a disability or death. Call us now at 949-706-7300 for a second opinion.

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Get In touCh

Schedule an Appointment Today

Call 949-706-7300

Outstanding expertise and client rapport.

Suzanne Casey

Client Since 2018

We really appreciate how these issues are explained in a language that is easy to understand for those of us who do not have a legal education, without “talking down” to us.  Things are made very clear.

Steve and Mary Sipe

Client Since 2007

A firm you can trust – completely informed on all aspects of estate planning.

Carl and Jeanette McKinley

Client Since 2010

Always excellent and up to date trust information.  Always prompt responses to our needs, combined with a friendly and cheerful approach.

Scott and Gail William

Client Since 1999

Please contact us below.

As can be seen on

Areas of Service

 

Location

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Hess-Verdon & Associates PLC
620 Newport Center Drive
Suite 1400
Newport Beach, CA 92660

Call Us
949-706-7300

Email
contact@hessverdon.com