San Diego Trust Litigation Lawyer
Trusts are commonly used to transfer wealth from one generation to another. Trusts can be great tools to help avoid estate taxes and avoid the probate process. Trustees are appointed to manage the trust and distribute assets to the beneficiaries according to the wishes of the person who created the trust.
Do you believe there are problems with your loved one’s trust or the way it is being administered? You could be entitled to file a petition with the probate court to protect your rights and interests. There are several reasons that trust litigation may be started, and an experienced San Diego probate attorney can help you through all the details. Contact Albertson & Davidson, LLP today to let us help you protect your interests.
Our team has recovered over $300 million for other clients, and we devote our entire practice to complex estate litigation. Give us a call now at (858) 209-2309 to let us learn more about your situation and put together a winning strategy for you.
Meet Your San Diego Trust Litigation Lawyers
Keith Davidson
Keith Davidson has dedicated more than 20 years exclusively to trust and will litigation, representing beneficiaries and heirs in some of California’s most complex inheritance disputes. A graduate of Loyola Law School, where he finished in the top 10% of his class, Keith has helped secure over $300 million in verdicts and settlements alongside his longtime partner, Stewart Albertson. Known for his calm approach and strategic problem-solving, Keith has guided hundreds of families through emotionally charged disputes with clarity and compassion. Beyond his legal work, Keith is a licensed pilot, fitness enthusiast, and respected educator who has written widely on trust litigation.
Stewart Albertson
Stewart Albertson is a U.S. Army veteran and accomplished trial lawyer who has dedicated his career to helping clients achieve justice in trust, estate, and personal injury cases. A graduate of Loyola University New Orleans College of Law and Georgetown University Law Center (LL.M. in Taxation), Stewart has helped secure over $300 million in verdicts and settlements. His trial experience includes multimillion-dollar results in wrongful death and trust litigation cases. Recognized by Super Lawyers and the National Trial Lawyers Top 100, Stewart is known for his passionate advocacy and client-first approach. Outside of law, he is a pilot, motorcyclist, and content creator.
Why Clients Choose Albertson & Davidson, LLP
Clients in San Diego know they can turn to Albertson & Davidson, LLP to handle all their trust and estate needs. Our team has extensive experience on both sides of trust litigation matters, so we know these cases front and back. Some of the reasons why clients choose us include:
- We devote our entire practice to helping people through difficult and complex estate litigation matters
- Our firm will give you the personal attention you deserve during this sensitive time
- Our extensive experience with these matters gives us the unique ability to craft creative solutions to your problems
We understand how difficult it can be when someone is stealing your money or financially abusing a loved one. Contact Albertson & Davidson, LLP today to schedule a consultation and let us get started helping you.
I’m so grateful to Albertson & Davidson, LLP—especially Mary, Susan, Keith, and Stewart—for helping me through one of the hardest times of my life. Thanks to their dedication and smart strategy, I received my rightful share of my husband’s trust and estate.
— Tere Bunker
Benefits of Hiring a Trust Litigation Attorney
Trusts are legal documents, and some trusts can be extremely complex. An experienced lawyer can help you understand the details of a trust and how that trust is supposed to operate. Trustees owe beneficiaries a fiduciary duty, and they are legally required to uphold that duty. Some ways that a trust litigation lawyer can help you include:
- Reviewing trust documents to help you understand your legal rights
- Answering all your questions about how the trust should operate and providing you with your legal options
- Demanding an accounting from the trustee to help identify potential fraud or other misconduct
- Negotiating an amicable settlement for any trust disputes that arise
- Filing a lawsuit and asking for all available remedies available through probate court
If you suspect misconduct or improper behavior related to a trust, contact a trustee fraud lawyer in San Diego from Albertson & Davidson, LLP today. Do not sit idly by while someone steals your money or assets. Let us help you ensure that everything related to the trust is on the up and up.
Common Reasons for Trust Litigation
There are many types of disputes that may arise when it comes to a trust. Challenges to the validity of the trust creation, potential fraud in administration, and mismanaging of trust assets are just a few of the things that can spark litigation.
For most people, there should not be many surprises when it comes to an estate. Big surprises can indicate potential fraud or other problems. Some things you can watch for that may signal potential trust issues include:
- Trustees continually delaying your questions or failing to respond to your communications
- Sudden or significant changes to a trust
- Large assets or sums of money being distributed to a non-relative or distant family member
- Trust property suddenly goes missing with no explanation
- The trustee cannot properly account for all the property and assets in the trust
If you have experienced any of these situations, there could be issues with your loved one’s trust. Additionally, you may be able to challenge the legality of the trust itself if you think there was fraud or another issue present at the time of its creation. Reach out to a San Diego trust accounting lawyer at Albertson & Davidson, LLP today to learn more about how we can help.
Contact a San Diego Trust Litigation Attorney Now
Trust litigation is complex, and the laws surrounding trust creation and management can also be complicated. You need an experienced lawyer to help you navigate these complex legal waters, especially when family members and your money are involved. Turn to the team at Albertson & Davidson, LLP today for help with any trust disputes that may arise. We can help you understand your legal rights and put together a plan to help you get the outcome you desire.
Contact us today online or call (858) 209-2309 to schedule a consultation.