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You're In Charge | Asking the Right Questions in CA Trust Litigation

California Trust Litigation | Frequent Questions for Attorneys

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If you choose to seek counsel related to a trust dispute, you will decide what questions you wish to ask of the attorney. You deserve answers or at least an explanation as to why certain answers are not yet available.

A prospective client emailed me his questions with regard to a trust lawsuit. I was so impressed that I asked for permission to use the questions in this video and our blog. He consented, and I have made appropriate changes to preserve his privacy.

The questions are:

1. Do I have the right to know the total asset value of an estate or a trust?

2. May an heir or beneficiary disclaim an interest in an estate or trust and have it assigned to another heir? If so, how is this done?

3. May I discover or seek an accounting of my brother's actions while he served as my father's agent pursuant to a durable power of attorney?

4. Do I have a case?

5. How familiar are you with this area of law?

6. How many cases have you handled like this in the past?

7. What is your success rate?

8. What are the likely outcomes of my case?

9. What fees and out-of-pocket expenses will I be responsible for in this case?

10. Are you willing to take this as a contingency case? If so, how are costs handled?

11. If it is a contingency, what is the percentage split between the attorney and the client?

12. Are there options for lowering those costs?

13. Will I be working with or will you be delegating to others?

14. How will I be charged if I pay an hourly rate?

15. What is the best way to communicate with you?

16. How often can I expect to hear from you?

17. How long will I need to wait for replies when I have questions?

When I read the questions posed by my prospective client, I really thought that he had read one of our blogs or seen one of our videos. He told me that this was not the case. The prospective client is in a profession that involves risk analysis, and his training shows. The documents this prospective client submitted to me were quite well organized and facilitated timely responses to his questions.

Whether you're in Los Angeles, Sacramento, Alameda County or San Diego, the issues are the same for estate and trust lawsuits in California. Now if you have questions related to trust litigation and want to speak with an attorney who knows how to protect client interests, call us at Hackard Law: 916-313-3030. We'll be happy to speak with you.

You're In Charge | Asking the Right Questions in CA Trust Litigation from Hackard Law on Vimeo.

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