Hess-Verdon Blogs
Does A Life Estate Override A Will
Does a Life Estate Override a Will? A life estate deed takes precedence over a will, ensuring that the property...
Are Beneficiaries Entitled To A Copy of The Will
Are Beneficiaries Entitled to a Copy of the Will? When it comes to wills, it is commonly known that a will determines...
Can A Right of Survivorship Be Challenged
Can A Right of Survivorship be Challenged? The right of survivorship, often associated with joint accounts, can be...
Trustee Rights in Elder Abuse Allegations. What to Know!
Trustee Rights in Elder Abuse Allegations When people talk about elder abuse, they tend to presume that it is done by relatives, caretakers, employed nurses, or other individuals who take care of an elderly person's daily needs. But, elder abuse can also be done by...
Attorney for Trustee Accused of Financial Abuse. How to Hire
Attorney for Trustee Accused of Financial Abuse Trustees have a special place as they manage assets and determine what is best for the beneficiaries. However, there has been a worrying phenomenon in recent years where trustees are alleged to be involved in financial...
Can You Sue a Trustee of a Trust for Negligence. How?
Can You Sue a Trustee of a Trust? In administering their duties, trustees owe a fiduciary duty to beneficiaries. This means that trustees must act with the utmost good faith in all matters and prioritize the best interests of the beneficiaries. If the trust has...
Understanding the Process of Probating a Will
Understanding the Process of Probating a Will One of the primary responsibilities of an executor is to petition for a probate hearing and trigger the asset inventory and distribution process. But what does probate entail, and how long does it take in California? This...
Trustee’s Guide on Facing Financial and Coercion Claims
Legal Advice for Trustees Facing Financial Abuse and Coercion Claims If you have ever been named as a beneficiary in a trust, you will agree with me that trustees have quite a significant amount of power. They are also one of the most critical individuals in a will....
California Trustee Defense for Financial Abuse Allegations.
California Trustee Defense for Financial Abuse Allegations When a trustor decides to set up a trust, it falls upon them to choose a trustee or a set of trustees to watch over and manage the trust on their behalf. They are essentially trusting them to do this, which is...
Experienced Will and Trust Attorney Services
Will And Trust Attorney Inheritance can involve disputes such as children fighting over assets, ex-wives fighting over properties, and a widow remarrying and taking everything, leaving a deceased's children dry. It happens more than you think, notably when the estate...
Breach of Fiduciary Duty in Trust Matters. Essential Insights
Breach of Fiduciary Duty In Trust Matters In the world of trusts, conservatorship, guardianship, and other estate administration arrangements, fiduciaries' duties are crucial for ensuring those in charge act in the best interest of their clients, often referred to as...
California Estate and Trust Litigation Negligence Claims
California Estate and Trust Litigation Negligence Claims Most people establish trusts as a reliable way of preserving and protecting their assets for the sake of their loved ones. Trusts are thus an essential part of estate planning for people who wish to conserve...
Trustee Defense for Trust Amendment Disputes. What to Know
Trustee Defense for Trust Amendment Disputes What to Know Legal arrangements are essential in property and asset decision-making. For this reason, you can set up a revocable Trust if you need to make any changes. Trust amendment is where you change a few details of...
California Trustee Attorney – Facing Coercion Claims
California Trustee Attorney Facing Coercion Claims As a trustee, you are in a position to control and oversee the execution of trusts and estate plans. But all your actions are dictated by the trust terms and the need to do everything to benefit the beneficiaries....
Trustee Rights in a Contest on Trust Amendment Disputes
Trustee Litigation Defense and Rights in Legal Disputes Being a trustee is not a walk in the park; almost immediately after the grantor's demise, you are hit by hungry tigers looking to prey on what was left behind. Named in the trust, they may be, but some not, and...
How to Hire a Probate Court Attorney for Litigation Matters
How to Hire a Probate Court Attorney for Litigation Matters The time accompanying the death of a loved one is typically quite challenging and emotional. Not only do you have this massive grief to process, but you may also be required to handle some practical matters,...
California Trustee Estate Fraud Lawyer. How to Protect!
California Truste Estate Fraud Lawyer Trust fraud happens when a trustee breaches their duty. An example is when they use assets in the trust for themselves. In California, the plaintiff, who could be a beneficiary, must shoulder the burden of proof. Because of...
Trustee Defense in California for Lack of Communication
Trustee Defense in California for Lack of Communication The life of such choices, trustee-beneficiary relationships, depends on effective communication to foster trust, fulfill fiduciary responsibilities, and attain transparency. This is a comprehensive piece that...
Trustee Wrongly Accused of Undue Influence – California
Trustee Wrongly Accused of Undue Influence - California When it comes to handling a trust in the interest of you or your loved ones, removing a trustee is sometimes the only solution to deal with situations that may come up. Removing a trustee can be particularly...
Trustee Lawyer for Elder Abuse and Trust Amendments Disputes
Trustee Defense Lawyer for Elder Abuse and Trust Amendment Disputes Trust and estate planning is often complicated and requires proper legal representation. Trust administration and litigation matters, such as trust amendment disputes, elder abuse, trust contests, and...
Trustee Litigation Defense and Rights in Legal Disputes
Trustee Litigation Defense and Rights in Legal Disputes Being a trustee is not a walk in the park; almost immediately after the grantor's demise, you are hit by hungry tigers looking to prey on what was left behind. Named in the trust, they may be, but some not, and...
Inheritance Lawsuit and Hiring an Attorney. What to Consider!
Inheritance Lawsuits and Hiring a Litigation Attorney Inheritance lawsuits are legal disputes that arise when there are conflicts regarding the distribution of a deceased person's assets, such as property, finances, and other valuables. These disputes can be complex...
Trust Contests in California: A Legal Guide
Can You Contest a Trust in California? If you're wondering "can you contest a trust in California," you're not alone. This question comes up regularly, and we're here to help answer it.Overview of Trusts in California What is a Trust? A trust is a legal arrangement...
Certificate of Trust – What Is It, and How to Get One
Certificate of Trust Your Simplified Guide to Understanding A certificate of trust plays a pivotal role in real estate transactions. More than just a document, it serves as the legal recognition of a trustee's authority under annotated laws, significantly simplifying...
Trust Dissolution: Can Trustees Dissolve a Trust?
Can Trustees Dissolve a Trust? In the world of estate planning, questions like "can trustees dissolve a trust?" often surface. To provide an answer, we first need to understand the fundamentals.Understanding Trust Fundamentals Trusts Defined Think of a trust as a...
What an Executor of an Estate Cannot Do – What to Know!
What an Executor Cannot Do An executor must adhere to the will's instructions and cannot alter asset distribution or modify beneficiaries. They are obligated to notify and communicate with all heirs and beneficiaries. Any deviation can lead to legal consequences....
Trust Trustee: A Trusted Partner for Effective Trust Management
Understanding the Role of a Trust Trustee Losing a family member is always a challenging experience, and the added responsibility of managing their estate can make it even more overwhelming. This is where the role of a trust trustee comes in.What is a Trust Trustee? A...
Trustee Duties Checklist: Ensuring Proper Administration
Can an Executor Override a Beneficiary? One question often asked in estate planning and administration is: "Can an executor override a beneficiary?"Understanding the Role and Boundaries of an Executor An executor's job is critical in the execution of a will, and...