One of the most common reasons for a breach of trust lawsuit to be levied against someone with a fiduciary duty to beneficiaries of an estate is when that person is accused of failing to account for the trust’s proper assets and property. Most often, beneficiaries bringing forward such claims may believe the trustee is intentionally hiding certain assets for personal gain. Other times, the existence of unaccounted for items belonging to an estate may be the result of negligent management of the trust.
Feldman Law Group can represent either party involved when a trustee is alleged to have failed to account for everything belonging to a trust. We understand and appreciate how serious it is when a trustee is accused of breaking their legal obligation to beneficiaries. Our failure to account attorney in Walnut Creek will work to investigate the matter and develop a legal strategy that can help you secure a favorable result during litigation or mediation.
Things that a trustee might fail to account for or be accused of hiding include:
- Any bank accounts owned by the deceased
- Any securities in a brokerage account in the deceased’s name
- Real estate and vehicles titled to the deceased
- The existence of trusts established for children, such as Special Needs Trusts
- Items of personal property belonging to the deceased, including family heirlooms
Mediation Can Help You Avoid Costly Litigation
Our failure to account attorney in Walnut Creek will carefully examine the details of your dispute to help you understand whether litigation or mediation may be the most effective means of resolving your dispute. Most often, civil lawsuits end up settling out of court before court and attorney costs become too burdensome.
If, however, you wish to pursue your dispute in court and have a judge or jury weigh in on your case, Feldman Law Group’s attorney can help. Founding attorney Aaron Feldman is an experienced litigator in Alameda County with more than 35 years of experience in probate court. can help you have your day in court to argue your side of a dispute and fight for the best possible resolution that works for you.
Consult with an attorney at Feldman Law Group if you’re interested in mediating or litigating a legal matter involving a trustee. Contact our firm online to arrange a consultation with our attorney.