California Trust Lawyer Services

In California, trust litigation and administration are no walk in the park; there are a lot of state laws and regulations to navigate. Unlike estates, which generally pass through probate (a court-supervised process), decedents’ trusts are administered with little to no involvement by the court. The probate court will only involve itself in trusts when the beneficiaries or the trustee ask for the court’s involvement by filing a petition. Many people opt for trusts instead of wills when creating their estate plans because of the privacy they offer; a lack of court involvement, however, can leave more room for things to go wrong.

Whether you are an heir, a beneficiary of a trust or the trustee, you can benefit from the expertise and experience of a California trust lawyer, who can help you obtain your rightful inheritance if you are a beneficiary or heir, or assist with your trust administration duties if you are a trustee. Trusts can be so difficult to navigate that even seasoned trustees often turn to a California trust lawyer for help.

At Keystone Law Group, our expert team of California trust attorneys are standing by to discuss your trust matter with you. Keystone’s California trust lawyers carry a long track record of vehemently defending its beneficiary clients’ inheritance rights and protecting its trustee clients against liabilities. 

As one of the largest firms in California practicing exclusively in probate and trust litigation, our California trust lawyers have achieved a mastery of the field that is unmatched. When looking for representation, you want a California trust litigation attorney who can handle any trust matter that comes their way, no matter how complex. Our record speaks for itself. Turn to Keystone Law Group today for representation by some of the most knowledgeable California trust attorneys in the state.

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Why Should You Hire a California Trust Attorney?

Are you a trustee who needs help preparing a detailed trust accounting? Are you a beneficiary with concerns that you aren’t receiving your rightful share of trust assets? Has a trustee failed to make timely or proper trust fund distributions? Do you suspect that a trust was financially harmed as a result of theft, commingling of funds or self-dealing? Do you believe the trustee’s compensation to be excessive? Are you considering suing the trustee? California trust litigation can take many forms; Keystone’s California trust attorneys have experience dealing with all kinds of cases, including ones where tens of millions of dollars were at stake. 

The most common trust services our California trust lawyers provide include:

Counseling Trustees

Trustees have a huge job on their shoulders, and unlike executors and administrators, who are held accountable by the court, trustees only have beneficiaries to hold them accountable. A qualified California trust lawyer can counsel and assist trustees with their trustee duties. They can also provide legal guidance when trust-related decisions need to be made to ensure the trustee stays protected against liability.

Accounting Disputes

Trustees are responsible for preparing periodic accountings to provide to beneficiaries and heirs. Depending on the size and complexity of the trust, this can be a burdensome task to take on by oneself. To prevent future accounting disputes, trustees should strongly consider hiring a California trust attorney to check their accountings or prepare them on their behalf.

As for beneficiaries, if an accounting seems off, or if certain trust assets are not accounted for, it is a good idea to hire a California trust lawyer to inspect the accountings for errors or signs of misconduct or negligence on the part of the trustee. If your trust and estate attorney agrees that the accountings are problematic, they can help contest the accountings in court. A California trust attorney can also help trustees defend accountings that are being contested.

Property Disputes

Perhaps the decedent executed a trust but failed to transfer the titles of the property mentioned in the trust into the trust’s name before they died. Perhaps two siblings jointly inherited a house through a trust, and now a partition action must be brought because one sibling wants to sell the home and the other doesn’t.

Anytime the assets held by a trust are the subject of a dispute, a California trust litigation lawyer may be needed to help resolve the dispute. 

Trust Contests

Suppose that an adult child moved into the home of their dying parent under the pretense of caring for them, but then, by becoming close to the parent, persuaded them to drastically change their trust to disinherit their other children and make the adult child who moved in the sole beneficiary. Or, suppose that a patient with dementia created and executed a trust. Both of the aforementioned scenarios present valid grounds for contesting a trust

Trust contests can only be brought for very specific reasons in California (disliking the trust’s provisions is not one of them). And they can only be brought by someone with standing (i.e., a party who has financial stake in the trust). A California trust attorney can assist you with determining whether you have the grounds and standing to contest a trust.

Removal and Surcharge

If you suspect that a trustee is engaged in misconduct or is being negligent with their duties, it is important to get in touch with a California trust attorney as soon as possible to prevent the possibility of more financial harm befalling the trust. If your lawyer agrees with your claims about the trustee, they may be able to enter a petition with the court to remove and surcharge the trustee for the damage they caused to the trust.

Elder Abuse Claims

Mental capacity can start to decline at old age, leaving elders susceptible to financial abuse. Often, elder financial abuse takes the form of someone close to an elder unduly influencing the elder or perpetrating fraud against them to cause them to drastically modify their trust to favor their abuser. A California trust lawyer can help investigate and litigate these types of claims to recover the property that was lost and damages. A California trust lawyer can also defend anyone who has been accused of elder financial abuse.

Spouses, Children and Unmarried Couples

If you are the surviving spouse of a decedent, you have certain inheritance rights. In California, which is a community property state, spouses are entitled to one-half of all community property (i.e., property that was acquired over the course of a marriage by either spouse), with certain limited exceptions.

Children are generally not guaranteed an inheritance from their deceased parent, but they still have certain rights as heirs of a decedent. Unmarried cohabiting couples may have inheritance rights as well, but enforcing them may be difficult. Children and unmarried cohabitating partners of decedents should work with a California trust attorney to ensure they receive the inheritance they are due.  

Keystone's California Trust Lawyers Can Address Your Concerns

When deciding whether or not to bring a trust-related claim, it is important to consider attorney’s fees and costs. If the claim is seeking to recover property that was misappropriated from a trust or seeking damages for an action that financially harmed the trust, chances are that legal fees can be paid using trust assets. But if the trust is not sizable, there is a possibility that litigation could deplete the trust’s assets. That is why it is so important to consult with a California trust lawyer about your budgetary concerns prior to bringing a claim. An experienced trust attorney will be able to provide insight about whether it would be worth the time and money to litigate a particular matter and potentially provide alternatives to litigation that could lower the overall cost.

Some of the ways Keystone’s California trust attorneys can help with trust matters include:

  • Inspecting a trust instrument to determine whether it is valid;
  • Filing a Petition for Instructions with the appropriate court to determine the meaning of ambiguous language within a trust;
  • Counseling trustees about their duties;
  • Preparing and inspecting trust accountings;
  • Resolving trust disputes;
  • Making trust fund distributions to beneficiaries; 
  • Investigating and litigating claims of misconduct or negligence surrounding a trust;
  • And much more.

A Keystone California Trust Lawyer is Ready to Help

Keystone attorneys dedicate their practice to trust and estate litigation and administration. By being laser-focused on one practice area, they have achieved a level of expertise in their field that few other firms can match. Keystone’s California trust attorneys are ready to provide you with skillful and efficient representation to help you reach a desirable outcome to your matter. Keystone is one of California’s largest and most prominent probate firms and it has an undeniable record of success.

The California trust attorneys at Keystone have:

  • Been certified as Specialists in Estate Planning and Trust and Probate Law (State Bar of California, Board of Legal Specialization).
  • Presented on probate litigation and administration topics at professional conferences for attorneys, CPAs and more.
  • Taught estates and trusts to law students.
  • Received accolades from leading legal publications, such as Daily JournalBest Lawyers and Super Lawyers.
Who We Help

Types of Clients We Work With

Executors/Administrators

We provide guidance to executors and administrators throughout the probate process and administration, protecting them against liabilities.

Trustees

We help trustees navigate their role, counsel them about the role they should play in trust disputes and protect them against liabilities.

Beneficiaries

We help beneficiaries claim and protect their rightful inheritances, enforcing their rights in estate and trust disputes.

Spouses

We help enforce the community property rights of surviving spouses after the death of their spouse.

Conservators

We help conservators establish, navigate and defend conservatorships.

Creditors

We help creditors enter and enforce claims against deceased debtors’ estates and debtor-beneficiaries.

Attorneys-In-Fact

We provide guidance to attorneys-in fact, and help bring and defend claims of power of attorney abuse.

What We Do

Our Practice Areas

Litigating and Administering Estates
Litigating and Administering Trusts
Contesting Wills and Trusts
Establishing and Contesting Conservatorships
Bringing and Defending Elder Financial Abuse Claims
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Contact a Keystone California Trust Attorney Today

If you require top-tier representation by a California trust attorney, you have come to the right place. Our California trust lawyer team is well-versed in all aspects of trust and estate administration and litigation. The ingenuity and skill with which Keystone’s California trust attorneys approach matters ensures that they can find solutions for clients that meet their budget and overall needs.

Schedule a free consultation today to learn how a Keystone California trust lawyer can assist you with your trust matter. Don’t wait to speak with a California trust attorney; the earlier you seek counsel, the more likely your matter will be resolved favorably. With Keystone, you can rest assured you are receiving some of the best representation in the state. Call Keystone Law Group today to discuss your matter with a skilled California trust lawyer.