Resolving Probate, Trust Or Estate Disputes
As a beneficiary of an estate or trust, you don’t want to be shortchanged or mistreated in any way. Yet the possibility of disputes is always present, especially in families with difficult relationship dynamics.
At The Borger Law Firm PLLC, we help clients resolve all sorts of disputes about trusts, estate administration or probate. With nearly two decades of experience to draw upon, attorney David Borger will guide you effectively in asserting your interests and finding a workable solution.
Call 832-263-8098 to discuss your specific situation in a no-cost initial consultation with an experienced lawyer. From our office in The Woodlands, our firm serves clients throughout Texas.
How Is Your Estate Plan Set Up?
If someone dies with a will, the process of verifying the will and distributing assets according to its terms is supervised by the court. Even with court involvement, however, disputes may occur over the validity of a will or about wrongdoing by the executor in handling the assets.
We have a proven ability to help people resolve will contests and other probate disputes of all types, as well as similar issues that occur in trust litigation.
Is There A Trust Issue?
Trusts are not only an estate planning tool for the wealthy. Rather, they are a widely used tool by many people with assets to protect and pass along.
Some common trusts include:
- Living trusts — Similar to a will, a living trust defines how to distribute your assets. However, a trust is a private document (wills are public), and it allows greater maneuverability for complex property and family arrangements such as dividing businesses or gifting within blended families.
- Irrevocable trusts — Once you have gifted assets to the trust, they cannot be altered without consent of the beneficiary. Irrevocable trusts are commonly used to reduce estate taxes and life insurance fees.
- Revocable trusts — In a revocable trust, the grantor can amend the process and distribution. This allows greater control over assets and distribution, but does not offer tax advantages.
- Special needs trusts — A unique trust arrangement that controls the distribution schedule and allocation of funds to ensure that vulnerable family members are cared for. Considerations include finances, health care, guardianship and more.
Did An Executor Or Trustee Commit Wrongdoing?
Most executors and trustees are family members. As a result, sibling splits and strained relationships can easily lead to wrongdoing by those in fiduciary roles.
Fortunately, there are ways to hold them accountable. For example, in a court-supervised probate process, executors are generally bonded. Beneficiaries who are harmed by the misconduct of an executor can seek to collect on the bond.
Proceeding against a trustee is trickier. But it is still possible to bring legal action against a trustee who has stolen funds, favored certain beneficiaries over others or committed other wrongdoing.
Attorney David Borger focuses a key part of his practice on these cases. He has the litigation experience and dispute resolution skills to represent your interests effectively.
Get The Help You Need
To arrange a complimentary consultation, call our office or complete the brief online form.