Trust Litigation Attorney

1-888-318-4430

Trust Litigation Attorney

Trustee Removal

Are you a Trustee or Beneficiary where protection of the Trustors wishes are being challenged and causing family disputes?

Develop strategies on preempting a Trust dispute and discover What You Need to Know About the Trustee Removal Process

Hess Verdon has a deep bench and knows both sides of the equation to remove or suspend a Trustee or to safeguard the Trustee from a frivolous legal process. Hess-Verdon top litigators will help you stay on track!

 

Contact Us Green Top Trust Litigation Attorney Serving Orange County, CA.

 or Call Now

(949) 706-7300

Trustee Delaying my Inheritance

Past the reasonable “time period,” and Trustee has yet to make the required distributions?

Diagnose the stalling tactics from an uncooperative Trustee and UNCOVER Steps to Take to Get the Trustee to Distribute Your Inheritance.

Hess-Verdon, for over 30 years, has worked on both sides of the coin. Receive counsel on staying on the right side of the courts. Seeing thousands of problems facing Trustees and Beneficiaries has allowed us to assist and complete the wishes of the Trustor/Executor. Contact us for a No Charge, No-Obligation Consultation.

  

Contact Us Green Top Trust Litigation Attorney Serving Orange County, CA.

 or Call Now

(949) 706-7300

Undue Influence

 

Do you feel a family member has been unfairly taken advantage of? Has the Trust been changed? Are they getting the proper care?

Incapacity | Caregiver Statute | Elder Abuse | 

These are just a few types of undue influence cases that we see in California.

With the emergence of elder abuse, Hess-Verdon has protected families throughout the state of California. Contact us for a No Charge, No-Obligation Consultation.

 

Contact Us Green Top Trust Litigation Attorney Serving Orange County, CA.

 or Call Now

(949) 706-7300

ESTATE PLANNING: ADVANCED ESTATE PLANNING

Up against or even missed a deadline? Know which ones are upcoming?

Shore up your fiduciary responsibilities 

Conflict of Interest | Distribution of Funds | Upcoming deadlines

And put yourself back on track and avoid a trustee removal petition

Time is ticking, and seeking guidance from a Hess-Verdon Attorney is your attorney source to know protect your family's legacy. Contact us for a No Charge, No-Obligation Consultation.

Contact Us Green Top Trust Litigation Attorney Serving Orange County, CA.

 or Call Now

(949) 706-7300

Trust Litigation law firm

 

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

 

(DEEP BENCH COURT TIME)

 

IF you are facing the need to litigate a Trust, it is crucial to get strong counsel to protect your inheritance and fiduciary duty.  

Orange County Trust Litigation Attorneys focus primarily on Trustee and Beneficiary disputes based on Trust & Estate misappropriation and Trustee breach of fiduciary duty during the trust administration process. When a settlor/grantor dies and leaves an inheritance for the beneficiaries and issues arise, trust litigation may be a necessary dispute resolution.

Hess-Verdon, an Orange County Trust Attorney does just that; safeguarding 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 focuses 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 grantor’s wishes.

Learn more about our trust litigation team.  

 

Trust Litigation Overview FY 2020

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!

 

Trustee & Co-Trustee Not Getting Along. Fiduciary duty as with reasonable

Unanimous decisions not taking place between Trustee and co-trustee? Are you not getting along, causing distress?

Reduce and eliminate challenges associated with sibling co-trustees and avoid major litigation!

Hess-Verdon & Associates works diligently to eliminate legal predicaments for the Trustee and Co-Trustee. Seeing thousands of problems facing Trustees has allowed us to assist and complete the wishes of the Trustor/Executor. Contact us for a No Charge, No-Obligation Consultation.

Contact Us Green Top Trust Litigation Attorney Serving Orange County, CA.

Beneficiary is attacking me

Attacked by a beneficiary who objects to how you, a Trustee, or Administrator, is handling an estate?

Prevent Trustees from Making Some Common Mistakes. 

Duties | Delays | Choices | Distributions

Timing on each one is critical to avoid litigation

Hess-Verdon has over 30 years of dealing with Beneficiary and trustee disputes. Let us review your situation. You’ll be glad you did. Contact us for a No Charge, No-Obligation Consultation.

Contact Us Green Top Trust Litigation Attorney Serving Orange County, CA.

 or Call Now

(949) 706-7300

Contesting a Trust

 Are You Considering Contesting a Trust or the most recent amendment? Was there a capacity issue or undue influence?

Be Careful when contesting a trust and know the elements it takes to protect the trust assets. Reserve your rights before Statute of limitations happen!

Hess-Verdon works hard to resolve Trust and Estate issues and preserve the estate by minimizing costly litigation. Contact us for a No Charge, No-Obligation Consultation.

 

Contact Us Green Top Trust Litigation Attorney Serving Orange County, CA.

 or Call Now

(949) 706-7300

Undue Influence - The Impact of Elder Abuse and the family.

 

Do you feel a family member has been unfairly taken advantage of? Has the Trust been changed? Are they getting the proper care?

Incapacity | Caregiver Statute | Elder Abuse | 

These are just a few types of undue influence cases that we see in California.

With the emergence of elder abuse, Hess-Verdon has protected families throughout the state of California. Contact us for a No Charge, No-Obligation Consultation.

 

Contact Us Green Top Trust Litigation Attorney Serving Orange County, CA.

 or Call Now

(949) 706-7300

Have Your Case Reviewed Today by a Hess-Verdon Attorney
Call 1-888-318-4430

You found the right team. See our Successful Reviews!

Hess-Verdon & Associates will Guide You through the Trust Litigation Process!

Needing Trust Litigation? – What You Should Know!

Hess-Verdon – Best Trust Litigation Attorney

and what to consider when working with Hess-Verdon.

Watch this Real-Life example…don’t let this happen to your family!

Your Orange County Trust Litigation Attorneys 

 

Contesting a Trust - What You Must Know if Contesting a trust in california!

 Are You Considering Contesting a Trust or the most recent amendment? Was there a capacity issue or undue influence?

Be Careful when contesting a trust and know the elements it takes to protect the trust assets. Reserve your rights before Statute of limitations happen!

Hess-Verdon works hard to resolve Trust and Estate issues and preserve the estate by minimizing costly litigation. Contact us for a No Charge, No-Obligation Consultation.

 

Contact Us Green Top Trust Litigation Attorney Serving Orange County, CA.

 or Call Now

(949) 706-7300

Choosing the Right Trust Estate Litigation Lawyer is Crucial

Searching for an Orange County Trust Litigation attorney?  Hess-Verdon & Associates is one of the most knowledgable and most sophisticated trusts and estate law firm in the state of California at both the trial and appellate levels.

Our legal team of Trust Attorneys in Orange County, are well versed in estate planning, trust administration, and trust litigation.

Our viewpoint is the following:  Aggressive legal representation with a team of experts that protect you, our preferred client, with current tax and estate planning strategies.

Our litigation team has spent years acquiring extensive experience in trial preparation, strategy, and trial presentation to help you with your specific case. 

We welcome the opportunity to discuss your needs, our qualifications, staffing approaches, and rate structures with a view toward the successful resolution of Estateand trust-related matters.

Learn more about our Living Trust Attorneys.

Trust Dispute Lawyers

Trusts are very complex legal instruments.  When disputes arise based on trustee administration disagreements, a trust dispute lawyer can help mitigate possible mediation, arbitration or litigation.

Have Your Case Reviewed Today by a Hess-Verdon Attorney
Call 1-888-318-4430

What Is Trust Litigation?

Trust litigation is where a Beneficiary or Trustee or even an heir of a Trust feel their legal rights are trampled upon and need legal counsel to represent them in court. Typically the trust litigation is between the Trustee vs. the Beneficiary/heir. Many issues can arise, and mostly due to transparency, i.e., the beneficiary feels the Trustee may be self-dealing. Self-dealing is where the Trustee puts their needs and wants before the Beneficiaries. Now, the Trustee knows they have the fiduciary duty to put everyone above their self-interest first and to comply with the wishes of the Trustor. 

Now, after legal discovery, both parties will be asked to do the following:

  • Mediate
  • Arbitrate
  • Litigate

Trust litigation is by far the most costly and can drain the estate assets. If you are a Trustee and or Beneficiary, best to keep communication open at all times with proper bookkeeping.  

Why Consider hiring Hess-Verdon trust litigation attorneys

We work efficiently to help individuals, families, fiduciaries, organization with the following:

  • 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 can 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.  

Rest assured, the Hess-Verdon team is here to help you. 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 case.

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.

Schedule an appointment today. A Trust Litigator is ready to assist you.

Call 1-888-318-4430

What Should You Collect Immediately to determine if you have a litigation case? (Trust Essentials)

You can contest a trust 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.

When it comes to a living trust, when we meet with clients, we will explore some estate planning 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 trustee (s)’ perspective and the steps for both parties.

So, what role of the estate plan are you representing? Are you the Trustee or Beneficiary?

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

Do you know: Do you know what causes litigation typically?

Well, 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.

Do you know: 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.

Why Consider hiring Hess-Verdon trust litigation attorneys

We work efficiently to help individuals, families, fiduciaries, organization with the following:

  • 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 can 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.  

Rest assured, the Hess-Verdon team is here to help you. 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 case.

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.

Schedule an appointment today. Our specialized team is ready to assist you.

Call 1-888-318-4430.

Our knowledgeable and aggressive actions are necessary to ensure the trustor maintains their wishes on how the estate should be administered.

How to Effectively Handle Your Estate Litigation Dispute

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 focuses 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 grantor’s wishes.

Learn more about our trust litigation team.  

Trust Litigation Overview FY 2020

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.

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 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.

  • 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.  Call Today.

Search Trust Litigation & Estate Planning Attorneys

Serving Trust Litigation: Throughout the state of California

Serving Counties: Orange County, CA. , Los Angeles County, Riverside, CA., San Diego, CA.

Serving Cities Nearby: Newport Beach, Huntington Beach, Irvine, Costa Mesa, Laguna Beach, Newport Coast, Corona Del Mar, Anaheim, San Juan Capistrano, San Clemente, Buena Park, Fullerton, Orange, Lake Forest, Laguna Hills, Garden Grove, Tustin, Yorba Linda, Fountain Valley, Dana Point, Rancho Santa Margarita, Ladera Ranch, Placentia, Laguna Woods, Aliso Viejo, Coto De Caza

 

My Family is Suing me

Are you being sued by a family member over a Trust or Will?

From threats to harassment to emotional distress, many people’s knee-jerk reaction is to sue and has become increasingly common. 

There are many options to resolve a family dispute in court and out of court. 

With over 30 years, Hess-Verdon has handled Trust and Estate Lawsuits and dealing with family dynamics. Do not panic; Hess-Verdon is ready to help you today.

Contact Us Green Top Trust Litigation Attorney Serving Orange County, CA.

 or Call Now

(949) 706-7300

Trustee Removal

Are you a Trustee or Beneficiary where protection of the Trustors wishes are being challenged and causing family disputes?

Develop strategies on preempting a Trust dispute and discover What You Need to Know About the Trustee Removal Process

Hess Verdon has a deep bench and knows both sides of the equation to remove or suspend a Trustee or to safeguard the Trustee from a frivolous legal process. Hess-Verdon top litigators will help you stay on track!

 

Contact Us Green Top Trust Litigation Attorney Serving Orange County, CA.

 or Call Now

(949) 706-7300

Trustee Delaying my Inheritance

Past the reasonable “time period,” and Trustee has yet to make the required distributions?

Diagnose the stalling tactics from an uncooperative Trustee and UNCOVER Steps to Take to Get the Trustee to Distribute Your Inheritance.

Hess-Verdon, for over 30 years, has worked on both sides of the coin. Receive counsel on staying on the right side of the courts. Seeing thousands of problems facing Trustees and Beneficiaries has allowed us to assist and complete the wishes of the Trustor/Executor. Contact us for a No Charge, No-Obligation Consultation.

  

Contact Us Green Top Trust Litigation Attorney Serving Orange County, CA.

 or Call Now

(949) 706-7300

Trustee Deadlines

Up against or even missed a deadline? Know which ones are upcoming?

Shore up your fiduciary responsibilities 

Conflict of Interest | Distribution of Funds | Upcoming deadlines

And put yourself back on track and avoid a trustee removal petition

Time is ticking, and seeking guidance from a Hess-Verdon Attorney is your attorney source to know protect your family’s legacy. Contact us for a No Charge, No-Obligation Consultation.

Contact Us Green Top Trust Litigation Attorney Serving Orange County, CA.

 or Call Now

(949) 706-7300

Changed Trust Before Death

Was a Trust changed while under the care of a brother, sister, or institution and possibly been influenced?

 Act fast and attain a strategy on resolving fraud, forgery, undue influence, while protecting your rights and staying on the right side of the court.

 Hess-Verdon & Associates helps seek proper legal advice and provides you with the sound direction you need to understand what constitutes an invalid Trust or amendment. Contact us for a No Charge, No-Obligation Consultation.

 

Contact Us Green Top Trust Litigation Attorney Serving Orange County, CA.

 or Call Now

(949) 706-7300

Elder Abuse

Has a family member has been subjected to emotional, physical, and financial abuse?

Whether it be a nursing home, or in their own home, they need to be protected.

Abandonment | Medical Abuse | Self-Neglect | Violation of Rights

From the evidence of medical experts to testimony of witnesses, Hess-Verdon & Associates will listen and guide you through this complicated legal arena. Understand your rights today! Contact us for a No Charge, No-Obligation Consultation.

 

Contact Us Green Top Trust Litigation Attorney Serving Orange County, CA.

 or Call Now

(949) 706-7300

Have Your Case Reviewed Today

Call 888-318-4430

You found the right team. See our Successful Reviews!

Emotions Can Run High in Disputes Between Family Members, Especially in Matters Involving Money.

Need a Second Opinion?

Are you feeling your attorney is not answering your questions? 

Up against a deadline | Going over Budget | Case Taking too Long 

These are just a few reasons why you need a second opinion.

Hess-Verdon has a deep bench experience and works with the courts. If you have questions that your attorney is not answering, or the litigation has taken unexpected twists and turns, Hess-Verdon has handled Trust and Estate Lawsuits for over 30 years. Do not panic; Hess-Verdon is ready to help you today.

 

Contact Us Green Top Trust Litigation Attorney Serving Orange County, CA.

 or Call Now

(949) 706-7300

You found the right team. See our Successful Reviews!

Jillyn Hess Verdon Top Trust Litigation Attorney Serving Orange County, CA.

Jillyn Hess-Verdon

Managing Partner

R. Kurt Ketchum Top Trust Litigation Attorney Serving Orange County, CA.

R. Kurt Ketchum

Associate Attorney

David Crumpton

David Crumpton

Associate Attorney

Stacy L. Olsen

Stacy L. Olsen

Associate Attorney

You found the right team. See our Successful Reviews!

Hess-Verdon & Associates will guide you through the trust litigation process!

stars 5 Top Trust Litigation Attorney Serving Orange County, 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 Top Trust Litigation Attorney Serving Orange County, 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 Top Trust Litigation Attorney Serving Orange County, CA.

Truly exceptional law firm! They provided concise, decisive legal assistance during unanticipated events during estate proceedings. They made a bad situation better. Our family will always be grateful. There is no one I would rather have than Hess-Verdon & Associates representing my family.

Wade Shannon

Client Since 2014

stars 5 Top Trust Litigation Attorney Serving Orange County, CA.

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

Frances Gruben

Client Since 2010

stars 5 Top Trust Litigation Attorney Serving Orange County, CA.

“Outstanding expertise and client support”

Suzanne Casey

Client Since 2018

stars 5 Top Trust Litigation Attorney Serving Orange County, CA.

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

Roy Trachsel

Client Since 1995

Servicing Southern California Trust Litigation Clients

Trust Litigation Attorney Near Me

Many people believe to search for “trust litigation attorney near me” is ok 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 when contesting the will or Trust.

What are some common trust disputes: 

When we meet with clients, we will discuss Trust disputes as well and how to avoid them. Our team of attorneys will cover the beneficiary perspective and Trustee(s)’ aspect and the steps for both parties.

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

  • Trust Contests
  • Disputes involving interpretation of sophisticated estate plans
  • Disputes in Probate Court
  • Discussions 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 the trust (Heggstad Petitions);
  • Probate Code § 11700 proceedings to determine inheritance rights;
  • Property and entitlement disputes;
  • Recovery of lost, excluded, and disputed property (Probate Code § 850).
  • Trust Accounting disputes
  • Kinship proceedings
  • Surviving spouse’s right of election
  • Fiduciary litigation and removal proceedings

Call: 1-888-318-4430.

To discuss your situation, to meet with us or to get your questions answered.

Trustee & Beneficiary Not Getting Along

 Disputes arising from the trust administration process? Transparency being questioned? Are you not receiving responses? Are you not getting timely updates? Feeling your rights are being violated?

Trustee Removal Petition Pending | Trust Accounting Issues | Delaying Inheritance | 

Are just a few of the reasons that create trust litigation.

Hess-Verdon knows the specific ways to get the Trust process back on track while preserving the Trust asset. Contact us for a No Charge, No-Obligation Consultation.

  

Contact Us Green Top Trust Litigation Attorney Serving Orange County, CA.

 or Call Now

(949) 706-7300

Have Your Case Reviewed Today

Call 949-706-7300

Not Getting an Accounting

Entitled to an accounting? Not receiving reasonable information from the Trustee/Executor?

Ease your mind and gain peace by receiving answers on accounting timeframes and Trustee duties. Keep tuned-in to the estate matters and know when to litigate if the trustee fails and violates their fiduciary duty.

Hess-Verdon has a deep bench and works with the courts to compel the Trustee to prepare proper accounting. Learn what crucial deadlines are on the horizon and receive appropriate legal counsel. Contact us for a No Charge, No-Obligation Consultation.

  

Contact Us Green Top Trust Litigation Attorney Serving Orange County, CA.

 or Call Now

(949) 706-7300

Are you a Trustee in Need of Counsel?

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

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, and 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 an astute trust attorney, works with hundreds if not thousands of clientele.
Hess-Verdon & Associates, PLC is the legal firm that clients 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 the administration of the Trust.

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 appropriate 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 in all aspects of the trust administration process.

Call today at 1-888-318-4430.

With that said, there are more, but it’s best to speak to an Orange County Trust Litigation Attorney who can guide you through this complex trust litigation process. It’s essential to show your due diligence in the management of the Trust. Sometimes, beneficiaries’ demands are unreasonable. They base their demands upon a lack of information or they feel a lack of 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 choices to prevent the beneficiaries from criticizing your actions with the benefits of hindsight.

Trust Lawyer – Orange County –
Hess Verdon

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

Are you a Beneficiary in Need of Counsel?

When you are a beneficiary, and you are concerned that the estate is compromised, you have the right to take legal action. You want to make sure the management of the estate plans is accurate. 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.

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.
  • The trustee pays him or herself exorbitant compensation for serving as a 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 invest trust assets properly

What are some initial steps we would recommend before contesting the trust?

  • Get a copy of the trust agreement. Make sure you review all pages and amendments. It should clearly state the responsibilities of the trustee, how disbursements are to conducted, 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, generally at no cost to clients.

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

Call today at 888-318-4430.

Step Parent Received All Inheritance

Is there any remedy whatsoever on receiving an inheritance from your biological parent? Are you out of an inheritance because it transferred to a surviving spouse?

Secure counsel today! Increasing your knowledge and Recognize if you have a legal leg to stand on. Was the Trust structured correctly with the Trust language necessary to pass assets to the biological children? 

Hess-Verdon & Associates works closely with blended families, focusing on proper setups of Trusts. Contact us for a No Charge, No-Obligation Consultation.

 

Contact Us Green Top Trust Litigation Attorney Serving Orange County, CA.

 or Call Now

(949) 706-7300

Trustee Deadlines

Up against or even missed a deadline? Know which ones are upcoming?

Shore up your fiduciary responsibilities 

Conflict of Interest | Distribution of Funds | Upcoming deadlines

And put yourself back on track and avoid a trustee removal petition

Time is ticking, and seeking guidance from a Hess-Verdon Attorney is your attorney source to know protect your family’s legacy. Contact us for a No Charge, No-Obligation Consultation.

Contact Us Green Top Trust Litigation Attorney Serving Orange County, CA.

 or Call Now

(949) 706-7300

Not Getting an Accounting

Entitled to an accounting? Not receiving reasonable information from the Trustee/Executor?

Ease your mind and gain peace by receiving answers on accounting timeframes and Trustee duties. Keep tuned-in to the estate matters and know when to litigate if the trustee fails and violates their fiduciary duty.

Hess-Verdon has a deep bench and works with the courts to compel the Trustee to prepare proper accounting. Learn what crucial deadlines are on the horizon and receive appropriate legal counsel. Contact us for a No Charge, No-Obligation Consultation.

  

Contact Us Green Top Trust Litigation Attorney Serving Orange County, CA.

 or Call Now

(949) 706-7300

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Our Trust Litigation Attorneys Fight to Protect Your Inheritance.

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