Trust Litigation Attorney in Tustin

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 Tustin, look no further than our experienced law firm.

Services

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 Tustin.

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

No matter why you’ve decided to pursue probate litigation, you’ve found the right law firm to provide you with an experienced and thorough Tustin probate lawyer. Call us today to schedule a free consultation, where we’ll walk you through the entire process of litigating probate. There’s no need for you to juggle all the tough conversations, assets, legal jargon, documents, and court hearings alone – just call your knowledgeable probate litigation attorney.

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 Tustin – 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 propose that the trust instrument was a product of undue influence, duress, or fraud.
  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 recover trust funds that have been misappropriated by the trustee.
  5. To obtain an interpretation of an ambiguous trust term and establish the intent of the settlor.
  6. To prompt a trustee to distribute the assets of the trust and complete administration of said trust.

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.

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.

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

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 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.

Probate

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 Tustin 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.