Trust Disputes | OC Trial Group, APC

How to Determine if a Decedent Had a Valid Trust in California

Posted on September 27, 2024

When someone passes away, their inheritance may appear unclear or disorganized, complicating the estate administration process. Determining if a loved one had a valid trust becomes essential for asset distribution. A valid trust outlines the intended beneficiaries and the specific assets they receive. Without this clarity, disputes may arise...

Disputing a California Trustee’s Fees: Understanding Your Options

Posted on September 13, 2024

Trustees play a crucial role in trust management, administering assets and ensuring the wishes of the trustor are fulfilled. However, disputes over trustee fees can arise, leading to disagreements among beneficiaries and trustees. This article helps provide insight into disputing trustee fees in California and outlines your options for...

Can a Trustee Be Liable for a Third Party’s Actions?

Posted on September 6, 2024

Being a trustee comes with significant responsibilities, including overseeing agents, co-trustees, and predecessors. If you are a trustee, you must understand your liability for someone else’s actions or inactions. This information is crucial for fulfilling fiduciary duties effectively. What Is a Trustee’s Role? A trustee...

Can I Avoid a Trust or Will Dispute in California?

Posted on June 25, 2024

Yes, there are several steps you can take to minimize the risk of a trust or will dispute in California and promote a smoother transition of assets to your chosen beneficiaries. Here are some strategies to help avoid potential disputes: Plan Carefully: Work with an experienced estate...

How Long Does It Take to Resolve a Trust or Will Dispute in California?

Posted on June 13, 2024

The time it takes to resolve a trust or will dispute in California can vary widely and depends on several factors, including the complexity of the case, the willingness of the parties to reach a settlement, the court's docket, and the need for formal litigation. While some disputes may be resolved relatively...

What Happens if a Trust or Will is Successfully Contested in California?

Posted on May 28, 2024

If a trust or will is successfully contested in California, several potential outcomes are possible, depending on the specific circumstances of the case and the grounds on which the contest was based. Here are some of the possible results: Invalidation of the Document: If the court finds...

How Do I Start the Process of Contesting a Trust or Will in California?

Posted on May 16, 2024

Starting the process of contesting a trust or will in California involves several key steps. Here is an outline of how to begin the process: Consult with an Attorney: Before taking any action, it's highly advisable to consult with an experienced estate and trust attorney. An attorney...

Who Can Contest a Trust or Will in California?

Posted on April 5, 2024

In California, several parties may have the legal standing to contest a trust or will. The eligibility to contest a trust or will typically includes: Beneficiaries: Individuals named as beneficiaries in the trust or will can contest the document, especially if they believe their share is...

Navigating Trust Disputes in California: How a Newport Beach Trust Attorney Can Guide You in Bringing or Defending a Trust Dispute

Posted on June 15, 2023

Disputes surrounding trusts can be complex and emotionally charged, often involving significant assets and family dynamics. In the state of California, where trusts are commonly used for estate planning, understanding how and when to dispute a trust requires expert legal guidance. In this blog post, we will explore the role of a...