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PFAC Conference Fiduciaries

Home » PFAC Conference Fiduciaries

As a Fiduciary, Asset Management is Your Forte.
Probate Litigation Is Ours.

Let our team of seasoned probate attorneys handle issues as they arise so you can stay focused on your core fiduciary responsibilities. 

We are more than just the largest probate law firm in California – we are the leader in trust, estate, and conservatorship litigation and administration. Let us put our proven reputation for resolving complex matters to work for you. 

Learn More About Our Firm
Case Studies

How We Have Helped Fiduciaries

Ambiguity in Trust Resolved 

A trustee’s job comes with a host of responsibilities. One of those responsibilities is distributing trust assets in accordance with the trust’s terms. But what should a trustee do when the language of the trust is ambiguous? Do they proceed with disposing of trust property according to their own interpretation of the document, or should they involve the court?

Read The Case Study

Stolen Funds and Property Recovered from Caregiver Abusers

The decedent in this case allowed a man and woman into his life who were posing as his friends and caregivers but attempting to steal millions in assets from him before and after his death. Can the administrator of a decedent’s estate litigate to recover assets that were wrongfully taken from the decedent when they had been alive? If so, how can they find out which assets were misappropriated?

Read The Case Study

Keystone Helps Co-Trustees Protect Money Held in Trust for Minor From Opportunistic Family Members

In this family trust distribution case, Keystone represented the successor co-trustees of a trust who were seeking to protect money held in trust for a minor from the minor’s opportunistic grandparents and unfit mother after the untimely death of the minor’s father. Learn about the tactics Keystone used in this family trust distribution case to overcome the many obstacles posed by the opposing parties and fulfill its clients’ wish to protect the shares held in trust for the minor by her late father.

Read The Case Study

Friends Don’t Financially Abuse Friends

In this trustee misconduct case, Keystone represented a private professional fiduciary who had been appointed as the temporary conservator of an elderly man with advanced Alzheimer’s disease.

Read The Success Story 

Backed Into a Corner, Opposing Side Simply Gives Up 

In this trust dispute case, a successor trustee and sole beneficiary of her parents’ trust sought Keystone’s help to honor the final intentions of her parents, which had been to provide her with the entirety of their trust estate.

Read The Success Story 

Justice Served: A Case of Fraudulent Inheritance Claims 

The co-executors of a deceased person’s estate sought Keystone’s help to recover funds the deceased person’s daughter had misappropriated from his bank account despite having expressly been disinherited.

Read The Success Story 
What We Do

Probate Services

Keystone’s attorneys are well-versed in all things probate. No matter the nature of your dispute, Keystone’s lawyers can help.

Trust & Will Disputes

We pursue and defend claims concerning the validity or meaning of will or trust documents.

Fiduciary Misconduct

We pursue and defend claims of misconduct surrounding the wrongful actions of fiduciaries (e.g., trustees, executors, power of attorneys, spouses, etc.).

Property Disputes

We enforce and defend clients’ rights in probate disputes surrounding real and personal property.

Elder Financial Abuse

We pursue and defend elder financial abuse claims to recover property wrongfully taken from elders during their lifetime or after death.

Trust & Estate Administration

We help trustees and executors navigate their administration duties and enforce the rights of beneficiaries during the process.

Conservatorship

We help establish and defend conservatorships to protect clients’ elderly or incapacitated loved ones.

Guardianship

We help establish and defend guardianships to protect minors whose parents are unfit or unable to care for them.

Probate Appeals

We can pursue and defend a probate appeal if the lower court made a mistake when arriving at its decision.

Take the Next Step

As a fiduciary, having a knowledgeable probate attorney in your corner can minimize your liability so you can maximize your efficiency.
Contact our firm today to find out how we can help. 

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    Los Angeles, CA 90064
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Probate Services
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  • Probate Appeals
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  • Beneficiary
  • Spouse
  • Power of Attorney
  • Conservator
  • Guardian
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