Trust & Estates Group

Planning Administration and Litigation
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Trusts & Estates in Orange County, CA and surrounding cities 1

Couneling Clients

With over 29 years of invaluable Estate and Trust administration experience, we constantly strive to successfully resolve your most important matters.

Hess-Verdon & Assocociates, PLC’s Trust and Estates Practice group provides legal services in three distinct areas, namely: planning, administration, and litigation.

Planning
Our estate planning services include counseling clients and the preparation of Living Trusts, Wills, Insurance Trusts, Dynasty Trusts, Special Needs Trusts, Family Partnerships, Personal Residence Trusts, charitable trusts and other Estate Planning documents to effectuate our client’s goals.

Trust and Estates Group

At Hess-Verdon & Associates, PLC we make the process of Probate and Trust administration as streamlined and pain-free as possible.

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

With over 29 years of invaluable Estate and Trust administration experience, we constantly strive to successfully resolve matters for our clients even in the most difficult of times and circumstances.

Probate and Trust Administration
We also provide legal services in the administration of probate and Trust Estates. The loss of a loved one is a traumatic event. Making financial and legal decisions while grieving is extremely difficult and stressful. At Hess-Verdon & Associates, PLC we make the process of Probate and Trust administration as streamlined and pain-free as possible.

When probate is required, these services typically involve the preparation of court filings including petitions for appointment of executors/guardians/ conservators, inventories of assets, motions, settlements/accountings, and petitions for distributions. In addition, we represent individuals as trustees or as individual beneficiaries in adversarial court proceedings involving inheritance disputes. We help prepare federal estate tax returns for Estates and Trusts.

Litigation – Dispute Resolution

Ancillary to these litigation and administration services, we provide estate planning services to clients. Litigation often requires the attorney to reconcile zealous, aggressive advocacy with potentially volatile intra-family dynamics. Probate and Trust litigation requires a balancing of sensitivity to family relationships and an aggressive approach to litigation which depends on the particular client’s situation.

The attorneys at Hess-Verdon & Associates, PLC represent corporate and individual trustees, charitable organizations, and individual, beneficiaries in Estate and Trust litigation matters, including, but not limited to, the following:

  • Will Contests
  • Trust Contests
  • Breach of Fiduciary Duty Cases
  • Discovery of Asset Claims Guardian/Conservatorship Proceedings
  • Determination of Heirship Proceedings
  • Suits for an Accounting

The firm’s greatest compliment is when clients who have been through difficult probate or trust litigation cases return to the firm to plan their own estate so that their families can avoid those battles and difficulties. Hess-Verdon & Associates, PLC knows how to prevent the issues that can destroy a family and its wealth. 

Trusts & Estates in Orange County, CA and surrounding cities 2

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We will work with your successor to complete the process as quickly as possible, while minimizing family disharmony.