Disputes over a trust can be very emotional, especially if the disagreements come shortly after the passing of a loved one. There are a lot of parties involved in a trust, and each has its own rights and interests to protect. If you are part of a trust and concerned about the way the trust is being administered or feel your voice isn’t being heard in how assets are being used, call The Katje Law Group now. Our Orange, CA trust litigation lawyer is experienced in estate law matters and will advocate for beneficial resolution for you and your family.
What A Trust Litigation Lawyer Does
Our trust litigation lawyer represents the best interests of beneficiaries and trustees. There are several instances when hiring our attorney is necessary when it comes to managing and executing a trust. Here are the most common reasons disputes arise.
One example is evidence of fraud. If you can prove that the person who is named in setting up the trust did not actually form it or was coerced into doing so, you may be able to contest the trust. Legally, you must be mentally sound to create a trust. So, if the trustor was incapacitated in any way, the agreement might be voided. Usually, a trust is contested when someone who is not named in the agreement feels that they were wrongly excluded or that their loved one was taken advantage of during a time of vulnerability. Our trust litigation lawyer will advise you of your rights if you have a case and represent your position in court.
Another situation that may lead to a dispute is when trustees cannot agree on matters related to the trust. Trusts contain significant amounts of money and assets. To maximize trusts, it is advisable to invest the funds or make similar financial moves that encourage growth. If there are multiple trustees, coming to an agreement can be challenging. Our trust administration lawyer can help negotiate and develop resolutions that are acceptable to all parties and the trust agreement. Working with an attorney at the start of a trust dispute may avoid costly and time-consuming court proceedings.
Finally, beneficiaries may accuse the trustee of violating their duties. Examples of wrongdoing by a trustee include distributing funds late or incomplete and acting in ways that go against the instructions in the trust. If you can prove a trustee of breach of duty, they are liable and may face legal consequences. In some cases, a trustee is also a beneficiary, so other recipients may be wary of unfair decisions. Our trust litigation lawyer will interpret the trust and evaluate the trustee’s actions. If we find fault, we will guide you through filing legal action and represent your rights in litigation.
Why Hiring A Trust Litigation Attorney Is Important
Trust disputes can happen at any time. Sometimes, issues don’t arise until years after the trust is activated. This situation is common when minors are listed as beneficiaries or trustee duties are passed to another person.
Our Orange trust litigation lawyer can help you regardless of your role in the trust. Estate law is complicated, and if you want to take legal action, it is important to have a knowledgeable attorney by your side so you can present the best case possible. Because every trust is unique, our firm creates individualized plans for our clients. Trying to solve disputes on your own may put your benefits and rights at risk. Plus, the longer a disagreement continues, the more expenses and time will be spent finding a solution.
Whether you are a trustee, beneficiary, or concerned third party, get help settling trust disputes with the assistance of the talented Orange trust litigation lawyer at The Katje Law Group. We feel that your success is our business. Call today to get started with a consultation and take the first steps to get your voice heard in a trust dispute.