Services - Services

TRUST & PROBATE LITIGATION OR DEATH LITIGATION

Families should get closer on the death of a loved one, but many times the death of a family member (namely a parent) brings on controversy or dispute rising to the level of litigation.

Disputes are especially prevalent when:

1. A deceased parent has children trom different marriages;
2. Fiduciary (Executor-Trustee) child fails to give accurate records or any records or accounting to the other children or family members;
3. Remarriage of a parent and the new spouse controls the assets as Executor or Trustee of the deceased person's estate or there is commingling of assets;
4. When one child believes he or she is more equal or deserves more than another and acts upon those beliefs by securing a larger share of the assets from the family members prior to their death;
5. Trustee and/or Executor misconduct and/or removal for their improper acts including improper investment;
6. Creditors and the IRS problems are what this office entitles normal litigation but these disputes can be avoided with planning and communication unlike family disputes which require different techniques to resolve.

Edward H. Stone has substantial experience in representing clients in Probate and Trust litigation. He understands the process and that these serious disputes can be emotionally difficult.

Edward H. Stone brings experience and knowledge in that he is one of the few Probate and Trust litigators in California who has litigation knowledge combined with estate and income tax law knowledge, since he was an IRS Estate Tax Attorney and IRS income tax agent and he has taught law school.