Complaint Breach of Fiduciary Duty Trustee

HESS-VERDON IS A TRUST & ESTATES, PROBATE LITIGATION LAW FIRM SERVING IRVINE, CA.

Hess-Verdon & Associates Represents clients throughout Irvine, CA., and surrounding cities.  While their proficiency in Estate Planning and Trust Administration for the ultrahigh net worth individuals and families is unequaled, what sets Hess-Verdon & Associates apart is their expertise in particularly complicated post-mortem litigation and disputes resolution, formations of companies, partnerships or LLCs, and all areas of real estate law.

Estate Planning Attorney in Irvine, CA.

1-888-318-4430

Estate Planning Attorney

Receive Expert Legal Counsel on Trusts and Estate Planning

The Hess-Verdon Law Firm, located in Newport Beach, Orange County works diligently to give you an in-depth overview of trust & estates, litigation, corporate formation as well as business and real estate related matters.

Estate Planning Attorney Irvine

HESS-VERDON IS YOUR #1 SOUTHERN CALIFORNIA TRUST & ESTATE LAW FIRM

(DEEP BENCH COURT TIME)

Hess-Verdon & Associates Represents clients throughout Irvine, CA., and surrounding cities. Our proficiency in Estate Planning and Trust Administration for the ultrahigh net worth individuals and families is unmatched. What sets Hess-Verdon & Associates apart is the expertise in particularly complicated post-mortem litigation and disputes resolution, formations of companies, partnerships or LLCs, and all areas of real estate law.

Our Irvine estate planning services include counseling clients on the preparation of Living Trusts, Wills, Insurance Trusts, Dynasty Trusts, Special Needs Trusts, Family Partnerships, Personal Residence Trusts, charitable trusts, and other Estate Planning vehicles.

For our clients who are business owners, Hess-Verdon lawyers are experienced in handling the disability or death of an owner or founder. Without a smooth transition, the business’s value is in jeopardy.

 

blurb img 5 Advanced Estate Planning Attorney in Irvine, CA.

Advanced Planning of Trusts & Estates

Advanced Estate Planning

More advanced planning is sometimes needed because of the size of the estate, the types of assets in the estate, or because there are complicated family issues. Our living trust attorneys use sophisticated estate planning and wealth preservation techniques to assist individuals, families, executives, and owners of closely-held businesses in preserving and protecting their assets and tailor plans to meet each client’s objectives.

Other Types of Trusts

We counsel clients on estate and tax planning, wealth preservation, multi-generational tax and estate planning, asset protection planning, business succession planning, charitable planning, and related legal matters. We assist families in dealing with family legal issues affecting seniors and disabled children or family members with special needs.

These sometimes require other trusts such as:

 

Trustee & Co-Trustee Not Getting Along

NEED A SECOND OPINION?

Hess-Verdon is ready to help you today.

Contesting a Trust in California

California Business Litigation

Get Answers and Guidance

Hess-Verdon & Associates
A PROFESSIONAL LAW CORPORATION
1-888-318-4430

blurb img 6 Advanced Estate Planning Attorney in Irvine, CA.

Probate and Trust Litigation

We understand the legal and administrative headaches dealing with trust and administration matters. We also know it’s often difficult to find attorneys experienced in trust and estates with proven litigation skills. So let’s go over a few critical facts and best practices to ensure you get experienced legal counsel and avoid legal complications.

 Our Trust litigation attorneys have over 30 years of experience in this area and are well versed in helping mitigate loss, ensuring a cost-effective and smooth process.

 Need immediate assistance, feel free to call us now at 1-888-318-4430.

 Need a Second Opinion?

 There are times when you need a second opinion from another attorney. We can confidentially evaluate what the problems and solutions are for your case. And tell you the truth about what the source is of your delays, questions, or increased expense if you are currently in litigation.

 Here is what we’ll cover:

Why is this taking so long

  • Is it your lawyer
  • Do you wish your attorney was more like your opposing counsel? What are your options?
  • Why is this costing so much? 
  • When will this be over? Does my case have issues?
  • When should you settle and for how much?
  • What burning question do you have on your mind? If you have questions that your attorney is not answering, or the litigation has taken unexpected twists and turns, you should seek a second opinion.  Call Today or a contact form on weekends.  We will call you Monday morning!
blurb img 3 Advanced Estate Planning Attorney in Irvine, CA.

Trust Administration

TRUST ADMINISTRATION SERVICES NEEDED BY TRUSTEES AND BENEFICIARIES

Are you the Trust trustee? If so, there are many steps to ensure you stay within your fiduciary duties. We have made this page to assist you throughout the process and feel free to call us and speak with one of our expert trust administration lawyers.

With that said, let’s get started.

As the Trust trustee, you will have “fiduciary responsibility” or what is called your “ethical obligation” to the beneficiaries of the will or trust, meaning you are to follow the directives of trust document’s terms for the benefit of both “settlor” and “beneficiaries.”

Now once a person dies, the trust becomes irrevocable.” Your objective as a Trustee is to stay out of “trust litigation.” It is our recommendation to find an attorney to assist you in protecting an effective trust administration process.

WHY SHOULD I USE AN ESTATE PLANNING ATTORNEY TO ASSIST ME IN TRUST ADMINISTRATION?

There are many moving parts to the trust administration process. From speaking to CPAs, IRS, tax advisors, investment advisors, etc., is quite a task, and there are deadlines and expectations from the beneficiaries. If you exceed your trustee powers, you may be held liable for loss or damages to the trust estate.

How much time does it take to complete the trust administration process?

Unlike probate, which can take nine months to 2+ years, organized trusts administration process falls between two to six months typically. Now, if there is a sub-trust to manage monetary gifts to minor children, etc.. It may continue.

Hess-Verdon Team of attorneys

See our Successful Reviews!

stars 5 Advanced Estate Planning Attorney in Irvine, CA.

“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

stars 5 Advanced Estate Planning Attorney in Irvine, CA.

“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

stars 5 Advanced Estate Planning Attorney in Irvine, CA.

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

Dean Williams

Client Since 1995

stars 5 Advanced Estate Planning Attorney in Irvine, CA.

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

Frances Gruben

Client Since 2010

stars 5 Advanced Estate Planning Attorney in Irvine, CA.

“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

Hess-Verdon & Associates PLC

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