The trustee and beneficiary relationship can be complex. However, problems can be avoided and resolved with the help of an experienced attorney.
Located in Pleasanton, California, the Haskett Law Firm, P.C., provides trust litigation services to clients engaged in trust contests, litigation between trustees and beneficaries, other probate litigation or issues related to elder abuse. Our experienced lawyers represent both fiduciaries and beneficiaries in a broad range of contested trust matters, which involve diverse and often tense situations such as the following:
The Trustee is failing to follow the instructions in the trust document or refusing to distribute trust funds to the beneficiaries.
The Trustee is mixing trust assets with his/her own bank accounts and investments.
The Trustee is using trust assets for his/her own benefit.
The Trustee is favoring one trust beneficiary over the other.
The Trustee is recklessly investing trust assets in a way that puts them at risk.
The Trustee is failing to keep accurate records, file tax returns or account and report to the beneficiaries.
Co-trustees are openly hostile and unable to make decisions together.
The Beneficiaries are engaged in disputes regarding the trust assets.
The Beneficiaries are improperly using the assets of a trust.
Each case is unique. No matter what our clients’ goals are, our philosophy is to evaluate disputes honestly and to provide clients with a realistic and common-sense approach to resolving a dispute.
Our litigation philosophy enables us to provide you with a cost-effective methodology that achieves equitable results. If you are engaged in a trust dispute, speaking with a lawyer about your options is a good idea. In addition to trust disputes, we also handle matters of trust administration and assist trustees in discharging their duties in such a way as to avoid litigation.
The Haskett Law Firm, P.C., is located in Pleasanton, California. As a premier Trust attorney, we serve clients in communities throughout the Bay Area, including Pleasanton, Livermore, Walnut Creek, Dublin, San Jose, Fremont, Hayward, Oakland, Piedmont, Castro Valley, Clayton, Concord, Danville, Lafayette, Martinez, Moraga, San Jose, Santa Clara, Alameda County, Contra Costa County, Santa Clara County and the East Bay.