OUR PRACTICE. YOUR PROTECTION.

Cases we help with

One focus: protecting beneficiaries of California living trusts.

01

Unpaid trust distributions

When a trustee delays or withholds money you may be entitled to, we help you pursue the distribution the trust provides for.

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02

Removal of a trustee

A trustee must honor their fiduciary duties. We help beneficiaries seek removal when a trustee’s conduct justifies court intervention.

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03

Trust accountings

You deserve clarity about trust assets. We help eligible beneficiaries request information, obtain accountings, and question discrepancies.

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04

Breach of fiduciary duty

Self-dealing, conflicts of interest, and misuse of funds can put your inheritance at risk. We help hold trustees accountable.

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05

Misuse of trust assets

If trust property has been diverted, sold improperly, or used for a trustee’s benefit, we help you explore recovery and protective relief.

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06

Trustee refusing to respond

Being left in the dark is not something you should have to accept. We help beneficiaries assert their rights to appropriate information.

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Don’t let a trustee stand
between you and your inheritance.

Let’s discuss your rights and the options available to you.

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