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Trust Litigation Archives

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:

California Power of Attorney | It's Not a License to Steal

License to Steal | Abuse of Power of Attorney.jpg

Thought Leadership & Content | CA Trust Litigation

Thought Leaders CA Trust Litigation.jpg

Do I Need a Trust Litigation Attorney? | CA Trust Lawsuits

CA Trust Litigation | Do I Need an Attorney?

LA Successor Trustees & Attorney-Client Privilege | Los Angeles Trust Litigation

Los Angeles Trustees Attorney Client Privelege.jpgRecent Judicial Council of California Court Statistics confirm that Los Angeles probate and mental health court trials total over 14,000 per year. Many of these trials involve beneficiary allegations of wrongdoing against a trustee or battles to remove an existing trustee. So what is the background that sets the stage for trustee disputes in LA?

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