Someone is taking my family and /or trust money unfairly

Webb Law Group represents beneficiaries, trustees, charitable organizations, and any parties with interests in decedent’s estates and trust assets.

Trustees have responsibilities and obligations to the beneficiaries of the Trusts they manage. Whether you are a Beneficiary or a Trustee we can help you navigate disputes over assets and interests.

Trust Dispute

Our office represents both Trustees and Beneficiaries in Trust & Probate Litigation. We handle multiple aspects of trust and probate litigation:

  • Disputes over beneficial interests in trusts and estates;
  • Management and administration of trusts;
  • Management of family business after the death of a family member;
  • Trust disputes;
  • Breach of fiduciary duty claims;
  • Breach of Buy/Sell Agreements & Business and Asset Valuation disputes;
  • Actions taken by agents under powers of attorney;
  • Removal and surcharge of fiduciaries;
  • And any other challenges that arise in the area of estate and trust law.

Frequently Asked Questions

That depends on the Trust. Many California Trusts include a “no-contest” clause. You have a limited amount of time to take action. If you suspect that someone is taking tr
No, Trustees are bound by the terms of the Trust, however, they usually have broad decision making discretion in handling the Trust assets. You have a limited amount of time to take action. If you suspect that someone is taking trust assets unfairly, contact us online or at (619) 399-7700 for a confidential consultation.
It depends. You have a limited amount of time to take action, however. If you suspect that someone is taking trust assets unfairly, contact us online or at (619) 399-7700 for a confidential consultation.

Over the years, trusts have become increasingly popular instruments of estate planning and administration that are more flexible and private than traditional wills. As a result, many estate disputes ultimately become trust disputes, requiring the attention of a lawyer who understands the principles of trust law and handles trust contests and litigation.

Many disputes arise because beneficiaries or family members disagree with the terms of a trust. Not everyone is legally entitled to file a lawsuit challenging a trust. A person must be able to establish that he or she has a financial interest in the trust or would inherit money if the trust did not exist. Only beneficiaries named in a trust are entitled by law to receive a copy of a trust or an accounting of the trust, without a court order.

Trustees have a legal duty to act in good faith and in accordance with the terms of the trust and the interests of the trust beneficiaries. Whether intentionally or not, not all trustees comply with their fiduciary duty and the terms of the Trust. When this happens, the Trustee exposes himself or herself to a lawsuit brought by a beneficiary. Our attorneys have experience representing both beneficiaries and trustees in claims involving fiduciary duties.

At Webb Law Group our dedicated team has helped individuals and families in California navigate the process of the orderly distribution of family possessions. If you have questions about how to resolve a family trust dispute and whether trust litigation is appropriate, contact us online or at (619) 399-7700 for a confidential consultation.

Testimonials

Brooke Nevels and Lenden Webb and associates handled A Will and Trust case for me with the expertise of the best Law firm I’ve ever used their diligence was as if they were my very own legal team of Lawyer and the results to prove it they made for me a settlement of more then 10 times what I was to receive from less than $50,000 to $530,000 I couldn’t be more pleased with the outcome and would recommend the Webb Law Group APC to anyone wanting legal consultation. Thank You very much
Mark Wilson

Contact Webb Law Group

If you would like to schedule a free, no-risk consultation with Webb Law Group, call 559.431.4888 or 619.399.7700 between 7am and 5:30pm Monday – Friday. You can also submit a request through our online form. If we cannot answer you inquiry immediately, we will be in touch within 24 hours.

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