Estate & Trust Litigation Attorney

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Call (925) 390-3222

We can help you sort out your trust issues, even if they are complex.

If you have been designated as the successor trustee of a trust, it is recommended that you meet with an attorney to find out what your duties are.  As a trustee, you have fiduciary duties, duties to account, you may need to file one or more tax returns, and some of these duties and obligations have deadlines.

  • You will also need to send a copy of the trust to beneficiaries.  But which ones?  All of them?
  • You will need to pay expenses and liabilities of the trust as well, but what if there is not sufficient money or assets to pay everyone?
  • Discuss the threat of trust litigation and how an experienced trust litigation attorney can help avoid common pitfalls.
  • Finally, you have a duty to account to the beneficiaries, and there is the potential for liability if you fail to do so.

A lawyer can help you review your trust and advise you on the best way to handle these difficult issues.

We can help you with tax issues, too.

Mendes Weed, LLP, can also assist you with tax issues that arise while you are administering the trust. Whether there are past owed taxes, or if you just need advice on whether there are estate or income tax issues, we are here to help.

At Mendes Weed, LLP, we understand being named as a successor trustee may be stressful, especially if you are serving as a successor trustee for a loved one who has just passed away.  We can assist you in administering the trust, meeting your obligations, and defending your actions in the event they are questioned by any of the beneficiaries.

If you have questions about your duties and obligations as trustee, or the benefits of an experienced trust litigation attorney, please feel free to reach out to us today.

Is an Irrevocable Trust Really Irrevocable?

Is an Irrevocable Trust Really Irrevocable?

While irrevocable trusts tend to make some grantors uneasy, as they associate an irrevocable trust with words such as irreversible, final, and unalterable, the truth is, it is possible in some instances to revoke an irrevocable trust. Cases to Support an Irrevocable...

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[Video] When Should I Update My Estate Plan?

https://youtu.be/uZUX-1YnWgs When Do You Need to Update Your Estate Plan? Any time you undergo a significant life event such as: Marriage First Marriage- In California, your spouse does not receive 100% of your estate under the laws of intestate succession; specify...

Estate Planning Tips: Sweetheart Trusts & Your Spouse’s Future

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While exploring your options for estate planning, you may have heard the term Sweetheart Trust. The name has a nice ring to it, and these kinds of trusts are great for couples thinking about their own future in addition to their loved ones’ futures. Let’s take a quick...

[Video] Preparing and Executing or Amending Estate Plans

https://www.youtube.com/watch?v=qAhCp1YHbhw As a tax and trust lawyer with experience in litigation, I can help my clients navigate different estate planning situations. As an Estate Planning Lawyer in Walnut Creek, I can: Prepare, execute and amend estate plans Help...

Christina Weed  CBLS Tax Law

 

PHONE: 925.390.3222

FAX: 925.301.8667

 

Mendes Weed, LLP offices are located in Walnut Creek and our skilled attorneys provide family, tax, business and trust law assistance for clients. For your convenience, we also have attorneys' offices in San Francisco and Sacramento by appointment only.

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Walnut Creek Main Office

1990 N. California Boulevard
Suite 1020
Walnut Creek, CA 94596

 

San Francisco Office

201 Spear Street
Suite 1100
San Francisco, CA 94105

By appointment only.

Sacramento Office

770 L Street
Suite 950
Sacramento, CA 95814

By appointment only.