Abused Trust Beneficiary Litigation

Some beneficiaries are abused by California Trustees and Executors. Through no fault of their own, they are the victims of fiduciaries (whether Trustees, Executors or Conservators) who do not understand, or care to follow, their legal obligations as fiduciaries. The law imposes strict guidelines on Trustees and Executors and they are held to the highest standard of care in all actions they undertake, and all actions they fail to undertake. Yet, some fiduciaries just don’t understand the legal obligations they must operate under. They think they have the freedom to do whatever they like, whenever they like, and it is the beneficiaries who then suffer the consequences.

At Albertson & Davidson, LLP we have successfully attacked and defended California Trustees and Executors, so we know when fiduciaries are not living up to their legal duties and we have the legal know-how to take on these fiduciaries and stand up for the rights of  abused Trust and Will beneficiaries.

Oftentimes, the abused Trust and Will beneficiary is particularly vulnerable because they do not have funds to hire an attorney to fight for their legal rights—whereas the fiduciary has the luxury of using Trust or Estate assets to hire attorneys. For that reason, Albertson & Davidson, LLP has developed various flexible options (including contingency fee arrangements) that allow abused Trust and Will beneficiaries to hire us to protect their rights.

Our in-depth knowledge of Trust, Estate, and Probate matters is essential in attacking an abusive Trustee or Executor. This experience allows us to provide a unique perspective to abused Trust and Will beneficiaries when they suffer at the hands of a Trustee or Executor who disregards their legal obligations. And we have the necessary trial experience to handle all matters up to and through trial, if necessary, to achieve a client’s desired result.

Albertson & Davidson, LLP is a boutique firm specializing in Trust, Will, and Probate litigation in the San Francisco Bay Area. The firm is located in Redwood City—in the middle of Silicon Valley. The lawyers at the firm prosecute and defend Trust Contests, Will Contests, and Financial Elder Abuse lawsuits in the following probate and civil courts in the Bay Area:

  • Marin County Superior Court
  • Sonoma County Superior Court
  • Napa County Superior Court
  • Solano County Superior Court
  • San Francisco Superior Court
  • San Mateo Superior Court
  • San Jose Superior Court
  • Sacramento County Superior Court

Click Here to view our list of the top 10 things you must know as a Trust beneficiary.