Trust Litigation Attorney in Costa Mesa

Whether you’re mourning a loved one or looking into creating a trust, stress should be the furthest thing from your mind. Choosing the right estate planning attorney is important because it can prevent the already-unfamiliar situation from becoming a frustrating and expensive one. Joel F. Pipes & Associates employs only the most trustworthy, knowledgeable, compassionate, and professional people. Our expert team takes a completely personalized approach to every single case. If you’re more comfortable with a house call than an in-office meeting, we’re happy to accommodate. We’re glad to do anything we can to make this tough time a little more manageable. If you’re on the hunt for a probate litigation attorney in Costa Mesa or an estate planning lawyer, you’ve found just that in our well-versed law firm.

Services

Trust Litigation

Trusts are an excellent way to protect and distribute your assets when you pass away, but what happens if there’s an issue with the trust itself? Making the decision to pursue trust litigation is never an easy one, but finding a reliable trust litigation lawyer in Costa Mesa is as simple as can be when you choose Joel F. Pipes & Associates. Trust litigation may be necessary in a number of scenarios, including:

To remove a trustee and replace them with a more appropriate person.

To obtain an interpretation of an ambiguous trust term and establish the intent of the settlor.

To recover trust funds that have been misappropriated by the trustee.

To propose that the trust instrument was a product of undue influence, duress, or fraud.

To obtain a copy of the trust documents or other withheld trust-related information, such as an accounting of trust assets, tax returns, etc.)

To prompt a trustee to distribute the assets of the trust and complete administration of said trust.

Ideally, trusts would all be simple to manage. However, some trusts are poorly-worded and hard to interpret. Some trustees are untrustworthy, nefarious, or hard to get along with. Legal proceedings and death can be very complicated. You might need a trust litigation lawyer for a variety of reasons.

Keeping other trustees honest, honoring your deceased loved one’s wishes, and protecting yourself in the process can be a challenge. Going to court without legal counsel and proper support from a trust litigation attorney can be scary – and it can cost you in the long run. Don’t embark on this journey by yourself – call us for a free consultation! No matter if you’re a beneficiary or a fiduciary, our legal staff will give you the representation you so richly deserve.

Probate Litigation

Probate litigation occurs when one individual brings a claim against another during the probate process, or when a dispute takes place during probate. If you need legal representation to get through the stressful and confusing probate process, reach out to Joel F. Pipes – the most personable and trustworthy probate litigation lawyer in Costa Mesa.

A probate litigation attorney is essential when you’re navigating the probate litigation process. Not only can we fight for you, but your probate litigation lawyer can work alongside you to ensure that your loved one’s wishes are upheld. Probate litigation may be necessary for a number of reasons, such as:

  • To suspend the trustee’s powers
  • To appoint a temporary trustee
  • To obtain financial information from the trustee
  • To remove the trustee
  • To compel the trustee to provide a copy of the trust
  • To appoint a successor trustee
  • To ask the court to instruct the trustee to account formally for information that may have been falsified or withheld
  • To reclaim property that rightfully belongs to the trust
  • To seek damages against the trustee
  • To ask the court to instruct the trustee in performing a certain task

Whatever your reason for pursuing probate litigation, you’ve come to the right place for a thorough and well-versed Costa Mesa probate lawyer. Reach out to schedule a free consultation, and we’ll talk to you about the process of litigating probate. You don’t have to attempt to manage all the court hearings, documents, legal jargon, assets, and difficult conversations yourself – that’s where your experienced probate litigation attorney, Joel F. Pipes & Associates, comes in.

Estate Planning

At any age, estate planning is an important endeavor. Whether you’re thinking about retiring in the near future or just starting your life as an adult, you’ll enjoy the peace of mind that comes from having a solid estate plan in place for the future of your assets and family. Come to us simply to create a will, if you need help with preserving your estate, or if you just want to learn more from a local estate planning attorney. Our free consultations are an excellent place to start. Your estate plans should create a lasting legacy for your beloved family, and that’s exactly what our estate planning lawyers will help you achieve.

When you begin this process, you’ll want to find an attorney who is completely familiar with estate planning law. Estate planning services are not all created equal. For over 20 years, Joel F. Pipes has served as a local estate planning attorney. He and his staff truly care about you, your family, and your wishes. He’ll work hard to personalize your estate plan to meet your specific needs and keep your family far away from the hassle of probate. Perhaps you’ve come across our law office through the referral of another valued client, or maybe you simply performed an online search for “estate planning attorney near me.” Either way, we’re honored that you would consider allowing us to guide you through the estate planning process.

Irrevocable Trust

Irrevocable trusts aren’t for everyone, but they do offer certain advantages. An irrevocable living trust is one that cannot be changed without the consent of the beneficiaries. Like a revocable trust, your privacy will be fully protected, probate will be circumnavigated, and you’ll be protected if you become incapacitated.

Irrevocable trusts offer additional benefits as well. Trustees will also be protected from the trustor’s creditors, and they’ll enjoy reduced taxation. However, irrevocable trusts are less flexible than revocable trusts. They force you to relinquish control of your assets, leaving you at the trustee’s mercy. They are also much more complicated. Therefore, it’s essential that you speak to your trusted estate planning attorney before deciding on either type of trust. We’ll help you weigh the benefits and drawbacks of each type and make a well-informed decision.

Revocable Trust

Because of their flexibility, revocable trusts are the most common type of trust. Often referred to as living trusts, revocable trusts can be canceled or modified at any time throughout the life of the trustor. Your Costa Mesa estate planning lawyer can walk you through the benefits of this type of trust, which include maintained control of your assets, protection in the event of incapacity, avoiding probate, and preservation of privacy. A revocable living trust is a wise choice because it typically works well in conjunction with living wills – another common and essential component in the process of estate planning.

Reasons You Need a Trust

Everyone thinks they know how their family members or friends will share and distribute their assets after their passing. However, a trust is the only way to truly guarantee that every wish is honored and your assets go exactly where you intended. Trusts have a number of advantages, including:

Avoiding probate
Tax Benefits
Protection in the event of a divorce
Making lifetime gifts to your children or heirs
Protection from creditors

Probate

Probate is a process that takes place in court. During the proceedings, titles are changed on all of the deceased individual’s assets. Although there are certain assets that don’t require probate, there are also many that do. Probate is oft-dreaded for its expensive, drawn-out, and long nature. With guidance from your trusted Costa Mesa estate planning attorney, you can easily prevent the stress of probate for your loved ones.

If you’ve recently lost a loved one who didn’t have a trust, you’re probably overwhelmed by what lies ahead. If you’re searching for a local probate attorney to assist you with probate administration and help you navigate this uncertain time, that’s what we’re here for. You can’t always avoid needing a probate lawyer. Sometimes, people pass suddenly. Other times, individuals may simply not realize how important estate planning is. Either way, our probate lawyers will help you through the confusing and sensitive probate process. Your probate attorney will guide you through funeral planning expenses, asset distribution, and all the other steps of probate.

With all the stressful and confusing tasks you’ve suddenly found on your plate, you can at least check “finding a probate attorney near me” off of the list. We’ll help you appoint an executor; notify and identify creditors, beneficiaries, and heirs; pay creditors and taxes; appraise property; and more. You don’t have to go it alone. Give us a call today and let us support you through this difficult time.