Do You Have a Case in a Disputed Trust? | 4 Key Points

Do You Have a Case in a Disputed Trust? | 4 Key Points

• August 12, 2022 - Abused Beneficiaries, Trust Litigation,

I’m Mike Hackard with Hackard Law. We represent beneficiaries in trust and estate litigation throughout California.

Everyday we speak with people who are up against unfamiliar and difficult circumstances: trustee failure to distribute, a relative has wrongfully taken the family home, or cases of elder financial abuse. Every person has a unique story, and there follows a natural question: “Do I have a case?”

Making that determination can take some time. Once I sketch out the nature of the conflict, here are some basic questions I’ll go over:

First off, location. Where did the decedent pass away? And where does the trustee reside? We litigate estates and trusts in California, so these facts will be important.

Next, we establish a basic timeline. Did the wrongdoing occur within the last two years? Timing matters because of statutes of limitations that are on the books.

Then we come to the value of the estate or trust. What are the assets at stake? A house, stocks, financial accounts, etc. – it all needs to be accounted for.

Finally, there’s the documents. Is there currently a copy of the will or trust available? Seeing the document in detail helps me assess whether a case is viable.

And whether we take a case or not, we always seek to help every caller and point them in the right direction.

If you’re an heir or beneficiary who needs help, call Hackard Law today: 916-313-3030.

We want to hear your story.

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