Hess-Verdon & Associates

Guidelines: Trustee Representation

Trustee of a Trust

A Trustee acts as a custodian to assets that are part of a Trust. He or she is responsible to manage and administer the Trust’s finances in accordance with the instructions. Often, the Trustee who creates the Trust will be the one responsible for managing and administering the finances of the Trust until they become disabled or die.

Trustee & Co-Trustee Not Getting Along.

Unanimous decisions not taking place between Trustee and co-trustee?

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 today for an initial consultation..

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Estate Planning

Trust Litigation Trustee Of A Trust - Duties &Amp; Responsibilities Of A Trustee

Family and Trustee Disputes

As a Trustee,  you have roles to keep. As a trustee, your fiduciary duty is to protect the trust. As a beneficiary, you should stay reasonable in your requests. Our legal counsel is here to handle either party.

With over thirty years of experience in successfully handling all types of trust and estate cases, we can rightfully say that we are one of the top California trust litigation attorneys.

Here at Hess-Verdon & Associates, we are known for our aggressive legal representation, which has helped us obtain our clients’ best outcomes. Call us now, and receive expert counsel.

What is Trust litigation?

Trust litigation is contesting or defending a Trust in court. While Trusts are created to avoid probate, it does not stop the grantor’s children from bringing legal action against the Trustee in court to get the Trust set aside for various reasons or compel the Trustee to pay for breaching fiduciary duties.

What is Probate litigation? 

Probate Litigation refers to a legal dispute between an Executor and a Beneficiary during the probate administration process due to various claims such as Misappropriation of Funds, Undue Influence, Lack of Transparency, and asks the court to fix and solve the dispute by challenging the validity of a trust or will.

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Trustee Of A Trust - Duties &Amp; Responsibilities Of A Trustee
“Absolutely top notch firm for handling all your estate planning matters.”
Dean Williams

Client Since 1995

Trustee Of A Trust - Duties &Amp; Responsibilities Of A Trustee
“Definitely a firm that will “fight to the finish.”
Frances Gruben

Client Since 2010

Trustee Of A Trust - Duties &Amp; Responsibilities Of A Trustee
“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

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JOIN HESS-VERDON CHARITABLE GIVING PROGRAM

We are excited to be able to offer 501(c)(3)’s the ability to accept charitable remainder trusts
Learn more about receiving trust donations.

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Hess-Verdon & Associates, PLC
620 Newport Center Drive Suite 1400
Newport Beach, California, 92660
Office: (949) 706-7300 
Toll Free: (888) 318-4430

Copyright © 2022 Hess-Verdon, PLC. All rights reserved. The information on this website is for general information purposes only. Nothing on this site should be taken as legal advice for any individual case or situation. This information is not intended to create, and receipt or viewing does not constitute, an attorney-client relationship. The verdicts and settlements listed on this site are intended to be representative of cases handled by Hess-Verdon & Associates, PLC. These listings are not a guarantee or prediction of the outcome of any other claims. The information contained on this website is not tax or legal advice and is not a substitute for such advice. State and federal laws change frequently, and the information in this article may not reflect your own state’s laws or the most recent changes to the law. For current tax or legal advice, please consult with an accountant or an attorney.

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