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