At Modern Wealth Law, we offer expert legal representation for trustees, trust beneficiaries, executors, and estate beneficiaries involved in trust and probate litigation cases. Whether you’re facing a lawsuit from a difficult beneficiary, dealing with financial elder abuse, or need assistance in holding a trustee accountable for their responsibilities, we are here to fight aggressively for you. Our goal is to achieve favorable outcomes for our clients efficiently and cost-effectively. Our team of probate litigation attorneys in Orange County has the experience you need to resolve any conflicts related to trusts.
Trustee Defense Litigation
Being a trustee is a challenging task that often goes unappreciated. You were selected as a trustee because your loved ones believed that you were the most suitable person for the job. However, there is no clear roadmap for fulfilling your duties as a trustee, and the legal language used in trust documents can be confusing. It’s no surprise that mistakes can happen during the trust administration process. We frequently assist trustees who have made both minor and major errors. Our aim is to guide you in rectifying these issues and minimizing any financial consequences for you or the trust.
Even the most knowledgeable trustees sometimes find themselves in situations where litigation is unavoidable. Sometimes, it feels like you’re stuck between a rock and a hard place. In such cases, we can take proactive measures to protect you from personal liability. Additionally, dealing with a beneficiary who is impossible to please can be a challenge. Fortunately, the law provides procedures that can shield you from liability in such scenarios.
While we believe that all trustees should seek guidance from a certified specialist in trusts, it becomes even more crucial if there is any indication that a beneficiary is dissatisfied with your role as trustee. Most trusts allow the use of trust funds to hire an attorney for assistance with trust administration, so there’s no need to face it alone.
Financial Elder Abuse and Undue Influence Litigation
Has someone you trusted coerced your loved ones into removing you from their trust or will? We’ve seen this situation occur far too often. As our parents or loved ones grow older, they become increasingly dependent on others and are more susceptible to manipulation. Even the most astute minds can be pressured into changing their estate planning wishes. Whether it’s characterized as financial elder abuse or undue influence, the result is the same: your loved ones’ trust, will, or estate planning document no longer aligns with their true wishes.
We are here to review your case and determine whether it’s possible to invalidate the trust, will, or estate planning document you believe is a product of financial elder abuse or undue influence.
Are you a beneficiary of a trust in which the trustee believes they have complete power without facing any consequences? There are times when trustees overstep their boundaries. We often represent beneficiaries who want to understand their rights and ensure that the trustee is fulfilling their duties. As a beneficiary, you have several rights regarding the trust. For example, you are entitled to a copy of the estate planning documents and a report of the trust administration, including details of assets, liabilities, disbursements, and distributions. You also have the right to be informed about certain actions and the ability to voice objections if you believe the trustee is not acting in the best interest of the beneficiaries.
We have found that beneficiaries represented by trust and estate litigation attorneys are more likely to receive their inheritance promptly and prevent trustees from taking advantage of the unequal flow of information.
Need Assistance with a Trust or Estate Case?
As Orange County’s dedicated trust and estate litigators, we are here to listen to your case and vigorously represent your interests. Our team at Modern Wealth Law consists of highly experienced trust litigation lawyers in Irvine, CA, serving all of Orange County. Contact us today at (949) 371-5003 to schedule an appointment regarding your matter, or visit our website for more information.