Trust Litigation Attorneys in Orange County, CA.

Looking for a trust litigation attorney firm in Orange County?  Hess-Verdon has years in both the trial and appellate levels!

Needing Probate Answers? Click: Orange County Probate

 

Hess-Verdon & Associates

Trust Litigation Attorney Orange County

and throughout the State of California.

 

Orange County Trust Litigation Attorneys

 

620 Newport Center Drive, Newport Beach, CA. 92660
Phone: 949-706-7300

Have Your Case Reviewed Today!

Trust Litigation Attorney Orange County
Hess-Verdon

When you are looking for an Orange County Trust Litigation attorney, Hess-Verdon & Associates is one of the strongest and most sophisticated trust and estate law firm in the state of California at both the trial and appellate levels. Our probate litigation team has spent years acquiring extensive experience in trial preparation, strategy and trial presentation to help you on your specific case. 

Note: click the link if you need an orange county probate attorney.

We welcome the opportunity to discuss your needs, our qualifications, staffing approaches and rate structures with a view toward the successful resolution of Estate, Trust and Probate-related problems.

How to Effectively Handle Your Estate Litigation Disputes

Don’t handle your estate litigation matters on your own. Hess-Verdon can help you through the process.

When you are facing trust litigation, you will need an “experienced” trust litigation attorney in Orange County, CA. that can safeguard your interests.

Trust litigation often involves substantial assets and can get complicated very fast. Trust litigation cases involve legal disputes over the administration of the trust. 

Hess-Verdon & Associates is one of the leading California estate planning law firms involved in litigation regarding wills, trusts, and estates. Estate litigation is one of our primary focus and accounts for much of our work in court and our track record in litigation is both extensive and impressive.  

Our knowledgeable and aggressive courtroom representation is necessary to ensure family members, executors, trustees, beneficiaries, and others maintain the grantors wishes.

Learn more about our trust litigation team.  

Trust Litigation Overview FY 2019

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 very important facts and best practices to ensure you get experienced legal counsel and avoid legal complications.

Our Trust litigation attorneys have over 29 years experience in this area and are well versed to help mitigate loss, ensuring a cost effective and smooth process. Need immediate assistance, feel free to call us now at 949-706-7300.

Moreover, the probate court will look to certify the executor designated in the decedent’s estate plan, or may appoint another 3rd party administrator under certain circumstances.

Need a Second Opinion?

There are times when you really 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, problems or increased expense if you are currently in litigation.

  • Why is this taking so long?
  • Is it your lawyer?
  • Do you wish your attorney was more like your opposing counsel?
  • Why is this costing so much?
  • When will this be over?
  • When should you settle and for how much?

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. Please fill any form on the site.

Call: 949-706-7300.

To discuss your situation, to meet with us or to get your questions answered, please call our office to schedule an appointment: 949-706-7300.

Serving State: California, Southern California

Serving Counties: Orange County, Los Angeles County, Riverside & San Bernardino County, San Diego County

Serving cities: Newport Beach, Huntington Beach, Irvine, Costa Mesa, Laguna Beach, Newport Coast, Corona Del Mar, Santa Ana, Anaheim, San Juan Capistrano, San Clemente, Buena Park, Fullerton, Orange, Lake Forest, Laguna Hills, Garden Grove, Tustin, Yorba Linda, Fountain Valley, Westminster, Dana Point, Rancho Santa Margarita, North Tustin, Seal Beach, Los Alamitos, Villa Park, Ladera Ranch, Placentia, Laguna Woods, Aliso Viejo, Coto De Caza, State of California

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About Hess-Verdon & Associates: Our firm tailors each trust to address the unique situation and circumstances of each client.

Things to Consider: Trust 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 decision.  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.

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? Family dynamics, outdated provisions in your trust and poor behavior of the people involved in the trust administration process is usually a catalyst for trust litigation.

Hess-Verdon & Associates, PLC is the law firm that people go to for help in resolving all types of trust disputes. Our knowledgeable and aggressive actions are necessary to ensure the trustor maintains their wishes on how the estate should be administered.

Learn more about our trust litigation attorneys.  

We work with:

  • Trustees
  • Beneficiaries
  • Individuals and families
  • Banks
  • Trust Companies
  • Charitable entities
  • Family Offices
  • Corporate Fiduciaries
  • Corporate Trustees
  • Business Owners

Here at Hess-Verdon, we counsel clients on various aspects of estate disputes, such as investigating potential claims, evaluating the merits of bringing a claim, filing or defending a claim, and when necessary litigating a claim through trial or settlement.

With our expert team of trust litigators, in many instances, we are able to settle such proceedings without going to trial after taking into account the merits of the positions advanced by the respective parties and the tax rules applicable.  

To schedule an appointment, please call 949-706-7300.

Trust Litigation Attorney Near Me

Many people believe to search for “trust litigation attorney near me” but that may be a downfall. You see, there are dozens of estate planning attorneys in Orange County, and they do quite well in their endeavors, but trust litigation is an entirely different situation especially if the estate is challenged.

Common Trust Disputes: 

A Person may Bring a Cause of Action for the Following Reasons:

  • Trust Contests
  • Disputes involving interpretation of complex estate plans
  • Disputes in Probate Court
  • Disputes regarding Trust Administration
  • Breach of Fiduciary Duty Claims and Ethical Concerns
  • Undue Influence and Elder Financial Abuse Claims
  • Business and Asset Valuation Disputes
  • Contested Conservatorships
  • Professional negligence and breach of duty defense for fiduciaries;
  • Petitions to include omitted assets into trust (Heggstad Petitions);
  • Probate Code § 11700 proceedings to determine inheritance rights;
  • Property and entitlement disputes;
  • Recovery of lost, omitted and disputed property (Probate Code § 850).
  • Trust Accounting disputes
  • Kinship proceedings
  • Surviving spouse’s right of election
  • Fiduciary litigation and removal proceedings

 

Get a Second Opinion Today!

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Trust Litigation – California

Now, not all Orange County Trust Litigation Lawyers are equal, as you most likely know. So do your due diligence and ask the right questions regarding the probate attorney’s expertise.

(Meet the Hess-Verdon team here).

Are you a Trustee in Need of Counsel?

If you are a trustee, and specific terms of the trust are being challenged by the beneficiaries, contact Hess-Verdon to seek clarification regarding potential ambiguities in a trust.  As a result, beneficiaries can allege malfeasance on the part of the trustee for various reasons such as mismanagement of trust assets, failure to account, etc..

Such lawsuits may seek the following:

  • Rescind the will or trust
  • Trust Reformation or modification
  • Actions to remove trustees;
  • Failure to make proper or timely distributions
  • Failure to make proper or timely accounting 
  • Failure to administer the trust in the manner of the trust document.
  • Recover assets from the trustee for alleged wrongdoing. 
  • Self dealing
  • Excessive trustee compensation
  • Breach of fiduciary duty
  • Undue influence
  • Elder Abuse

Should you find yourself in need of counsel, Hess-Verdon & Associates are well versed on all aspects of the trustee administration process. 

Call today at 949-706-7300.

With that said, there are more, but it’s best to speak to an Orange County Trust Litigation Attorney which can guide you through this complex trust litigation process.

Trust Lawyer – Orange County – Hess Verdon

As a trust litigation attorney law firm, Hess-Verdon & Associates has helped many families throughout California through the trust administration and litigation process.

We look forward to assisting you!

Contact Our Trust Litigation Attorney Firm Today

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.

Call now: 949-706-7300

 

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Meet Jillyn Hess-Verdon - Managing Partner

Mrs. Verdon’s commitment to the highest level of legal expertise and knowledge while providing personal service to her clients has caused the firm to grow into one of Southern California’s leading law firms.

Orange County Trust Litigation Attorney

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Keith Van Dyke - Senior Litigation Attorney

Mr. Van Dyke is a Senior Litigation Attorney, responsible for trying cases and preparing them for trial. He has extensive trial experience, having practiced in litigation for over 25 years.

Orange County Trust Litigation Attorney

A California Trust Litigation Attorney firm

Want to know more about Hess-Verdon? Below are just some examples we are well versed in.

 

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Are you a Beneficiary in Need of Counsel?

When a beneficiary is concerned that an estate has been compromised, he or she has the right to take legal action. 

Disputes involving trusts, include the following:

  • Claims of breach of fiduciary duty
  • Fails to make proper distributions: Under probate code 16000, a trustee has the fiduciary duty to administer the trust according to the trust instrument.  Sometimes, a trustee is given “absolute” discretion over trust distributions. Even so, they must still work within their “Fiduciary principles”, i.e., be fair.
  • Fails to administer the trust according to the trust document.
  • The trustee “self deals” by using trust assets.
  • Trustee pays him or herself exhorbitant compensation for serving as trustee.
  • Failure to inform and report to beneficiaries
  • Fails to make a timely accounting
  • Violation of prudent investor acts, and trustee removal actions. 
  • Fails to properly invest trust assets

 

Here are some steps we would recommend prior to contesting the trust:

  • Get a copy of the trust agreement.  All pages and amendments. It should clearly state the responsibilities of the trustee, how disbursements are to be made, documents that should be maintained, etc.
  • Verify you have not waived your right to request a report. If so, you may be able to revoke the waiver.  
  • Contact an expert trust litigation attorney.  Hess-Verdon offers a second opinion, normally at no cost to clients.

Should you find yourself in need of counsel, Hess-Verdon & Associates are well versed on all aspects from the Beneficiary standpoint. 

Call today at 949-706-7300.

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Delivering high quality, client focused service

Hess-Verdon & Associates, PLC

A Professional Law Corporation

Our Guarantee

This is our firms guarantee of Client satisfaction with our legal services. We make every effort to take care of our clients concerns better than anyone in our industry. You will always be treated courteously, professionally and promptly. If you’ve hired lawyers in the past, you will see and feel the difference immediately.

We make this promise because of our confidence in our lawyers skills, experience, judgment and their commitment to delivering high quality, client focused service. (our guarantee)