Trusts represent legacies. When someone believes a loved one's legacy is being mishandled, the disputes that arise can be extremely emotional. At Boyd Contreras APC, our lawyers have extensive experience taking a careful and reasoned approach to these emotional disputes. Whether you believe a trust has been mishandled or you are the target of these allegations, we can help. Call 619-378-4033 or 949-242-0656 or contact us online to schedule a free consultation at our San Diego or Irvine office.
Who Is the Benefactor of the Trust?
Many trust disputes begin the same way: The person who created the trust passes away. One or more members of that person's family discover that they have not been named as benefactors of the trust, or that someone has been named a benefactor who should not have been. Allegations of undue influence often arise.
Cases may involve a family member who stepped in as a caretaker late in the deceased person's life, leading to the caretaker being named sole benefactor while the rest of the family is ignored, or while the rest of the family receives substantially less money. We take great care to reach a resolution that is truly in line with your loved one's final wishes.
Breach of Fiduciary Duty
Another major cause of trust disputes is allegation of the successor trustee mismanaging the trust's assets. This is a person who gets paid to manage the trust. He or she is required to provide proper accountings to all beneficiaries, but may fail to do so. These cases may involve allegations of the trustee taking more than his or her allotted share of assets, or losing trust funds in personal investments. Often, these cases are made challenging because the breach of fiduciary duty may not come to light until a child benefactor reaches the age of 18, only to find that the trustee has lost all the funds in the trust and there is nothing left. We know how to overcome these and all other types of challenges in trust litigation.
Contact a Trust Litigation Attorney in San Diego or Irvine
Our attorneys help clients through out Southern California including these cities and counties:
- San Diego County
- Chula Vista
- El Cajon
- La Mesa
- La Jolla
- Orange County
- Santa Ana
- Newport Beach
- Laguna Beach
- And More
To learn more, e-mail us to schedule a free initial consultation with our Irvine and San Diego trust litigation attorneys or call 619-378-4033 or 949-242-0656.