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Posts tagged "Trustee Removal"

Stopping Estate Theft | LA Probate Litigation Attorney

Los Angeles Trust Estate Theft Attorney | Probate LitigationWe learn by stories. Given our law firm's position and commitment to LA estate, trust and elder financial abuse litigation, we hear lots of stories - stories that many times develop new chapters in Los Angeles County Superior Court. While I can't reveal attorney client communications, I can take literary license to depict issues of estate theft and wrongdoing that we regularly litigate. In this spirit, let's go back to June 2016.

The Wolf at the Door: Ep. 23 | Assessing a Potential Trust Lawsuit

The Wolf at the Door: Ep. 23 | Assessing a Trust LawsuitHello, I'm Mike Hackard. I'm the chair of Hackard Law, a law firm focusing on estate, trust and elder financial abuse litigation in California's major urban areas. I'm the author of The Wolf at The Door: Undue Influence and Elder Financial Abuse. The book is now available for order on Amazon. This is episode 23, where I discuss reviewing a potential case of elder financial abuse or other wrongdoing over a trust or estate.

The Wolf at the Door: Ep. 22 | Speed is an Ally for Beneficiaries

The Wolf at the Door: Ep. 22 | Speed is an Ally for BeneficiariesHello, I'm Mike Hackard. I'm the chair of Hackard Law, a law firm focusing on estate, trust and elder financial abuse litigation in California's major urban areas. I'm the author of The Wolf at The Door: Undue Influence and Elder Financial Abuse. The book is now available for order on Amazon. This is episode 22, where I emphasize the importance of quick, decisive action in probate and trust lawsuits.

Joint Accounts | Do They Belong to the Estate or Co-Signer?

Estate Litigation Joint Accounts.jpgWhen "an elderly person with a joint bank account dies, do the funds belong to the decedent's estate or do they belong to the additional signer as a co-owner of the account?" A recent California Court of Appeal case held that "[s]ums remaining on deposit at the death of a party to a joint account belong to the surviving party . . . as against the estate of the decedent unless there is clear and convincing evidence of a different intent."[1] This is a basic or black-letter rule, a clear statement of the law. It is also a trap for those inclined to seize upon a seemingly clear explanation of the law that leaves no room for interpretation or nuance.

Safe Deposit Boxes in Estate Disputes | Trust Litigation

Safe Deposit Estate Trust Litigation.jpgAnxiety fueled by grief is a part of the inventory process of a decedent's property. A family member is tasked by practicality, family consensus, or an estate document to gather a decedent's assets. Some assets are obvious - a house, documented bank accounts and securities and onsite personal property. Other assets are more opaque - physically separated in a financial institution safe deposit box or a house or office safe.

CA Trustee's Bad Ideas | Hiding the Trust from Beneficiaries

Hiding Trust from Beneficiary Lawsuit | CA Trustee MisconductIt's 2017. Experts estimate that California's population is approaching 40 million. Riverside, San Bernardino, Los Angeles, San Diego, Orange, Alameda, Contra Costa and Sacramento Counties are a very significant part of our state's annual growth. These are also counties where Hackard Law regularly litigates disputed trust, estate and elder financial abuse cases.

California Trust Litigation | 50 Million Dollar Estates

California Multimillion Dollar Estate Trust LitigationA few years ago I decided to pursue a video path to getting our ideas of estate, trust and elder financial abuse litigation into the marketplace of ideas. I was motivated in part by the desire to not squander the knowledge that some forty years of law practice produced. And basically I wanted to get attention for my law firm's approach to protecting elders, their estates and their families.

Court Appointed Receivers May Safeguard Trust and Estate Assets

Court Appointed Receiver Trust Estate.jpgYour parents owned a business and real estate. They successfully managed the business for decades and built up family assets. They put these assets into a trust where they remained as trustees during their lifetime. When they passed away, successor trustees took over. The successor trustees, through incompetence or even wrongdoing, are damaging your family's economic heritage. They are failing to keep trust property separate and identified, they lack complete and accurate financial records, they are self-dealing, and they are failing to comply with California's requirements for serving as trustees.

It Starts Here Podcast | Ep. 7: Pat McClain of Hanson McClain Advisors

It Starts Here Podcast Ep. 7 | Pat McClainMH: Hello, I'm Mike Hackard. I'm the chair of Hackard Law, a law firm focusing on estate, trust, and elder financial abuse litigation, in California's major urban areas. This is Hackard Law's podcast, It Starts Here. This is an August 2017 podcast featuring Pat McClain, and I'll give you a little background on Pat, but you may already know it but he is the Co-Founder and Senior Partner of Hanson McClain Advisors. He has been in business for more than 24 years, has over 2 billion under management. He is listed as one of the Top 100 Barron's wealth advisors, he has been the co-host of Money Matters radio show for over 20 years. And it's one of the longest, if not the longest-running financial talk radio show in the country. And he is the chairman of the board of Sacramento Food Bank, and for many years he has led that effort and Run to Feed the Hungry on Thanksgiving Day, so thank you, Pat.

CA Trustee Duty | Report Information & Account to Beneficiaries

CA Trustee Reporting Duties | Trust Litigation AttorneyA trustee who embraces transparency[1] in timely informing beneficiaries of changes in a trust may often bring reconciliation to a family divided by grief and familial stresses. The countervailing movement to transparency is secrecy. Secrecy between trustees and beneficiaries may sow distrust, uncertainty and is fertile ground for imagined wrongs - whether valid or invalid.

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