We contacted Joel seeking advice on how to address a very complex family trust and estate issue. He asked some simple questions, reviewed the documents we had available, and responded quickly. Joel told us the questions we needed answer and the additional documents we would need in order to resolve the issue.Joel took us from confusion and distress to a good understanding of our actual status and action steps to put things right. If we hit any other surprises, we will go back to Joel. If we need help with issues around trusts and estates in the future, we are glad we have found to go-to attorney to sort out tough questions and get practical answers. Joel showed us his heart and compassion for the whole family from the beginning. Thank you, Joel!
Joel did a great job for me, I can't thank him enough. He was easy to work with, always accessible, methodical, well organized and extraordinarily talented. I was so surprised, I didn't think they made attorneys like this. My wife and I will remember him forever with respect to how well he handled our case.
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 Irvine or an estate planning lawyer, you’ve found just that in our well-versed law firm.
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 start the estate planning process, you’ll want to be sure your lawyer is brushed up on estate planning law. Not all estate planning services measure up. Joel F. Pipes has been a local estate planning attorney for more than 20 years. He and his team genuinely care about your wishes, your family, and you. He works tirelessly to personalize each estate plan to meet the individual needs of each client and to help their loved ones avoid probate. Maybe your internet search for an “estate planning attorney near me” returned us as a result, or perhaps you have a friend or family member who referred you. No matter how you found us, we’re humbled by the honor of guiding our clients through the sensitive and personal process of estate planning.
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:
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 Irvine 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.
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 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.
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 Irvine 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 recover trust funds that have been misappropriated by the trustee.
- To prompt a trustee to distribute the assets of the trust and complete administration of said trust.
- To obtain an interpretation of an ambiguous trust term and establish the intent of the settlor.
- 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 propose that the trust instrument was a product of undue influence, duress, or fraud.
- To remove a trustee and replace them with a more appropriate person.
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.
You’ve probably heard of probate, but maybe you aren’t familiar with what it entails. Probate is the court process of changing the titles on all assets owned by the deceased individual. Some assets don’t require probate, but many do. Probate is a notoriously long, drawn-out process, and it can also be an expensive one. With help from your favorite Irvine estate planning attorney, you can avoid the headache of probate altogether.
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.
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 Irvine.
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 to account formally for information that may have been falsified or withheld
- To appoint a temporary trustee
- To reclaim property that rightfully belongs to the trust
- To suspend the trustee’s powers
- To compel the trustee to provide a copy of the trust
- To ask the court to instruct the trustee in performing a certain task
- To remove the trustee
- To appoint a successor trustee
- To seek damages against the trustee
- To obtain financial information from the trustee
Whatever your reason for pursuing probate litigation, you’ve come to the right place for a thorough and well-versed Irvine 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.