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Probate


 

Orange County Office

San Diego County Office

Oakbrook Plaza
24422 Avenida De La Carlota
Suite 310
Laguna Hills, California 92653
Phone: (949) 380-8440
Fax:  (949) 380-0197

Melrose Law Center
380 South Melrose
Suite 202
Vista, California 92081
Phone: (760) 643-4044
Fax: (760) 643-4094

e-mail:  jvanveen@melroselawcenter.com

TRUST LITIGATION

Individuals with assets are turning more frequently to the use of a trust instrument in addition to or in place of a Will. A trust is a document where a person or entity (the trustee) manages the property of another (the trustor). Trust instruments can be created while the trustor is alive (an irrevocable or living trust) or to substitute for a Will (a revocable trust) to provide for the distribution of assets upon death. Like a Will, the validity of a trust may be contested. Additionally, the trustee appointed to oversee the trust is sometimes sued for improper accounting and trust mismanagement.

We handle all types of trust litigation matters. Some of the matters we handle in this area include: 
Trust Contests, including lack of capacity, undue influence, fraud, duress, coercion;
Breach of Trustee Duties (i.e. mismanagement and/or misappropriation); Trust Administration Issues;
Representation of Trustees;
Trust Accounting Issues; and, Beneficiary Claims.

 

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