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..
Trust Litigation
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.
Topics:
Top Orange County Probate Attorney
Top Orange County Probate Attorney When navigating the complexities of estate management, an Orange County probate attorney becomes your indispensable guide. Your peace of mind hinges on expert legal support during these intricate proceedings. With stakes this high,...
What To Expect From A Probate Attorney
What to Expect from a Probate Attorney in California In simple terms, probate is the legal process of administering an individual's estate posthumously. The courts review the will if there is any present, and in the absence, the courts will still decide on the best...
How Does A Trust Work. What to Know!
How Does a Trust Work? A trust is essential in ensuring that your assets are protected and that their distribution after you die is organized. Trusts are critical aspects of estate planning. A trust refers to a legal agreement where the trustor or settlor conveys...
How to Get A Copy of A Trust Document
How To Get A Copy of A Trust Document Have you wondered if your trustee is required to issue you a copy of the trust, and do you know what to do if they decline to provide you a copy of the trust? Here's an answer to these and other questions you might have on how to...
Does A Life Estate Override A Will
Does a Life Estate Override a Will? A life estate deed takes precedence over a will, ensuring that the property specified in the deed passes directly to the remainderman upon the life tenant's death, regardless of conflicting instructions in the will.Does a Life...
Are Beneficiaries Entitled To A Copy of The Will
Are Beneficiaries Entitled to a Copy of the Will? When it comes to wills, it is commonly known that a will determines how the deceased person's property would be shared among the beneficiaries. However, one of the main queries from beneficiaries in this regard is if...
Can A Right of Survivorship Be Challenged
Can A Right of Survivorship be Challenged? The right of survivorship, often associated with joint accounts, can be contested in court. As per legal precedents, the original account holder's intentions are crucial; clear and convincing evidence can override the...
What Does A Trustee Do. What You Should Know
What Does a Trustee Do? Planning an estate should be a consideration for everyone, not just the wealthy. Without a solid legal plan, your assets may be left in the hands of the court. Estate plans vary in size and shape, and each plan is unique. It's advisable to...
What Constitutes A Breach of Fiduciary Duty?
What Constitutes A Breach of Fiduciary Duty? In the intricate area of trust and estate planning, fiduciary duty is a critical concept that ensures that the interests of beneficiaries are protected. This happens when someone is assigned another person's assets; the...
Trust Validity Defense Attorney – California
Trust Validity Defense Attorney Perhaps a grantor executed a trust that handed over all their assets and property to their business partner or best friend instead of their kids, even after guaranteeing the latter that they would get a significant share of their...
TRUSTEE REPRESENTATION
RECENT POSTS
Top Orange County Probate Attorney
Top Orange County Probate Attorney When navigating the complexities of estate management, an Orange County probate attorney becomes your indispensable guide. Your peace of mind hinges on expert legal support during these intricate proceedings. With stakes this high,...
What To Expect From A Probate Attorney
What to Expect from a Probate Attorney in California In simple terms, probate is the legal process of administering an individual's estate posthumously. The courts review the will if there is any present, and in the absence, the courts will still decide on the best...
How Does A Trust Work. What to Know!
How Does a Trust Work? A trust is essential in ensuring that your assets are protected and that their distribution after you die is organized. Trusts are critical aspects of estate planning. A trust refers to a legal agreement where the trustor or settlor conveys...
How to Get A Copy of A Trust Document
How To Get A Copy of A Trust Document Have you wondered if your trustee is required to issue you a copy of the trust, and do you know what to do if they decline to provide you a copy of the trust? Here's an answer to these and other questions you might have on how to...
Does A Life Estate Override A Will
Does a Life Estate Override a Will? A life estate deed takes precedence over a will, ensuring that the property specified in the deed passes directly to the remainderman upon the life tenant's death, regardless of conflicting instructions in the will.Does a Life...
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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.