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Trust Litigation Archives

California Disputed Trusts & Estates | Safecrackers

Estate Trust Theft Safe.jpg

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.

Ground Rules for Trust & Estate Fights | Interpretation and Application

Road Rules | CA Trust & Estate Litigation Ground rules establish a set of principles by which decisions are made or problems solved. California trust and estate litigation is based upon a set of procedural and substantive ground rules. These rules are found in statutes, case law and Rules of Court.

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.

California Trust Lawsuits | You Don't Have To Memorize the Truth

Telling the Truth in CA Trust Litigation.jpgSome 2600 years ago the Hebrew prophet Zechariah wrote, "These are the things that you shall do: Speak the truth to one another; render in your gates judgments that are true and make for peace." (Zechariah 8:16). Some 500 years later, the Apostle Paul picks up the same theme "Therefore, having put away falsehood, let each one of you speak the truth with his neighbor, for we are members one another." [Ephesians 4:25]. So how does this apply in California estate and trust litigation?

Can Trustee Chaos Be Conquered? | CA Estate & Trust Lawsuits

Trustee Breach of Loyalty | CA Trust Litigation

LA Trust Litigation | The Hunter or the Lion's Story?

Hunter vs Lion | LA Trust Litigation.jpgThere is an African saying that "If the lion does not tell his story, the hunter will." It doesn't take long as an estate, trust and elder financial abuse litigator for Los Angeles clients to see that estate wrongdoers peddle similar stories to justify their actions. And, if these fanciful stories are not challenged the stories won't be refuted. So how do estate or trust asset hunters engaged in wrongdoing tell their stories? They usually sound something like this:

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