Trust Litigation Attorney in Fullerton

When you’re setting up a trust or mourning the loss of a loved one, the last thing you need is to have a sensitive situation exacerbated further. Choosing the wrong estate planning attorney can be a costly and frustrating experience. At Joel F. Pipes & Associates, you’ll encounter only the most professional, compassionate, knowledgeable, and trustworthy individuals. Our experts take a hands-on approach to each and every case, and we even make house calls to help you through this difficult process. If you’re searching for an estate planning lawyer or a probate litigation attorney in Fullerton, look no further than our experienced law firm.

Services

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 Fullerton estate planning attorney, you can easily prevent the stress of probate for your loved ones.

Perhaps you’ve found yourself on the other side of probate – the side where a loved one has recently passed, and they didn’t have a trust in place. If you’re looking for a local probate attorney to help you with probate administration, we’re here to help. Sometimes, needing a probate lawyer is beyond your own control. Maybe your loved one simply didn’t recognize the need for estate planning, or maybe he or she passed unexpectedly. In any event, our probate lawyers will guide you through the sensitive and confusing probate process. Your probate attorney will help you through asset distribution, the expenses of funeral planning, and everything else that comes from losing a loved one.

When you’re faced with probate, you’ll suddenly have a seemingly endless to-do list. One item you can remove now is, ”finding a probate attorney near me.” We’ll be there to help you with property appraisal; paying taxes and creditors; identifying and notifying heirs, beneficiaries, and creditors; appointing an executor; and so much more. Don’t put yourself through the stress of navigating probate by yourself. Call us now and allow us to take something off your plate during this tough season of life.

Trust Litigation

Trusts are a great option for distributing and protecting your assets when you’ve passed. What if there’s a problem with the trust, though? Pursuing trust litigation can be daunting, but it’s easy to find a reliable trust litigation lawyer in Fullerton – just call Joel F. Pipes & Associates. Trust litigation is required for a variety of reasons, including:

  1. To remove a trustee and replace them with a more appropriate person.
  2. To recover trust funds that have been misappropriated by the trustee.
  3. To obtain a copy of the trust documents or other withheld trust-related information, such as an accounting of trust assets, tax returns, etc.)
  4. To prompt a trustee to distribute the assets of the trust and complete administration of said trust.
  5. To obtain an interpretation of an ambiguous trust term and establish the intent of the settlor.
  6. To propose that the trust instrument was a product of undue influence, duress, or fraud.

In an ideal world, trustees would all get along, they would all be trustworthy, and they would all be selfless. Trusts would all be clearly-worded and easy to interpret. Sadly, death and legal proceedings aren’t always that simple. You may find yourself needing a trust litigation lawyer for these or a number of other reasons.

Protecting your own interests, upholding the wishes of your deceased loved one, and keeping other trustees from mishandling the trust can be impossible to manage on your own. The thought of going to court without the support and legal counsel of a trust litigation attorney can be extremely daunting. There’s no need to climb this mountain alone – just give us a call for a free consultation! Whether you’re a fiduciary or a beneficiary, our legal team will provide the representation you deserve.

Probate Litigation

Probate litigation is a process that ensues when a dispute occurs during the process of probate, or when an individual brings a claim against another during probate. If you find yourself requiring legal representation to help you through the confusing and stressful probate process, call Joel F. Pipes – the most trustworthy and personable probate litigation lawyer in Fullerton.

A probate litigation attorney is crucial when you’re trying to navigate the process of probate litigation. Not only will your probate litigation lawyer fight on your behalf, but they’ll also help you ensure that the wishes of your loved one are honored. Reasons for pursuing probate litigation include:

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

Whatever your reason for pursuing probate litigation, you’ve come to the right place for a thorough and well-versed Fullerton 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

Whatever your age, estate planning is a smart strategy. Whether you’ve just begun your adult life or you’re nearing retirement, a well-crafted estate plan will provide more peace of mind than you ever thought possible. Let us know if you’re looking for advice from a local estate planning attorney, you need help with preserving your estate, or you’d like to create a will to plan for the future of your family and assets. Your custom estate plans should give your loved ones a clear sense of your legacy and the message you want it to convey. Call us today for a free consultation with one of our talented estate planning lawyers.

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 living trusts differ from revocable trusts in a number of ways, and they aren’t the right fit for every individual. An irrevocable trust cannot be altered without beneficiary consent. Like revocable trusts, you’ll be protected if you become incapacitated, probate will be circumnavigated, and your privacy will be completely protected.

Irrevocable trusts also offer benefits that revocable trusts don’t allow for. Trustees will enjoy reduced taxation, and they’ll be protected from the creditors of the trustor. However, they don’t offer the same level of flexibility as a revocable trust. They are much more complex, and they leave you at the mercy of the trustee by forcing you to relinquish asset control. It’s important to consult a trustworthy estate planning attorney before choosing between these trust types. We’ll work with you to consider the advantages and disadvantages of each, and we’ll advise you as you make this important decision.

Reasons You Need a Trust

You may think you know how your loved ones will distribute and share your assets after your passing, but a trust is the only way to guarantee that your wishes are honored. Trusts have many benefits, including:

Protection in the event of a divorce
Protection from creditors
Tax Benefits
Making lifetime gifts to your children or heirs
Avoiding probate
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 Fullerton estate planning lawyer can walk you through the benefits of this type of trust, which include preservation of privacy, avoiding probate, protection in the event of incapacity, and maintained control of your assets. A revocable living trust is a smart option because it often works hand-in-hand with a living will, which is another important part of the estate planning process.