Trust Litigation

Our firm represents trustees and beneficiaries in trust interpretations litigation, breach of trust matters and undue influence and capacity challenges to trust documents. Undue influence typically manifests itself in suspect last minute changes to the long-standing estate plan of an individual over 65. Challenges to the changes are brought on capacity and undue influence grounds. These challenges are in many ways related but essentially distinct. This challenging and expanding area of litigation requires knowledge of the changing law and experience with review of medical history and intense document review as well as evaluation of cost effective approaches to resolve disputes.

 

Contact Us

At Allard Smith, we offer a range of personalized services to trustees, beneficiaries and family members who have lost a loved one and are in need of a free consultation on what steps to take next. Call our office, or fill out the intake form below. We look forward to hearing from you.

 

Allard Smith

A Professional Law Corporation

 

Carlsbad Office

2103 Camino Vida Roble, Suite D

Carlsbad, CA 92011

Phone: (760) 448-6189

Fax: (760) 683-6307

Temecula Office

28581 Front Street, Suite 311

Temecula, CA 92590

Phone: (760) 517-6962

 

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