Whether it's nonchalance, contempt, self-interest or ignorance, delayed trust beneficiary distributions can be truly distressing. Timely trust distributions are welcome, but unfortunately trustees don't always act in the best interests of beneficiaries.
"What is an Estate?" This question, while appearing simple on its face, generates a few other questions. The word is used in so many contexts - estate planning, estate trust, testate estate, intestate estate, estate accounts, estate homes, estate personal representatives, estate administrators and estate executors. So, let's start with its meaning within the context of a probate estate. An estate is testate if the person has a will at the time of death and intestate if the person died without a will.
Disinheritance is emotionally and financially troubling. It shatters long-held family expectations.
Did your interest in a trust evaporate because of the actions of a caregiver who unduly influenced your parent, grandparent, aunt or uncle? It happens and, in our experience, it happens with some frequency. And, once challenged, it is also our experience that a wrongdoing caregiver treats an elder's natural heirs with irritation and contempt.
California estate and trust litigation is expensive. A common question from non-clients of law firms like Hackard Law that accept contingency cases is, "How much are you [the attorney] making in this case?" It's a good question and the response must be measured in both protecting the client's attorney-client privilege as well as providing a meaningful response if appropriate within the context of the question.
What options does a beneficiary have against a bad trustee? Let's say a trustee is abusing their position and not distributing funds to the beneficiary. Maybe they've frozen them out of the trust completely and are using other people's money to enrich themselves: trips to Hawaii, new cars, the whole nine yards. I've seen it before.
Hackard Law is striving to be the leading plaintiffs' trust and estate contingency fee law firm in California. This is no small task. Our state has terrific lawyers and law firms committed to the ethical and competent representation of vulnerable abused trust and estate beneficiaries. Many of the attorneys regularly prosecute civil elder financial abuse cases against well-funded defendants.