Are you a trustee who is being harassed by a beneficiary?
If you are being harassed by a belligerent beneficiary, the best thing you can do is retain an expert attorney to assist you in handling the estate and to defend you against harassment. The attorneys and staff at Max Alavi, Attorney at Law, APC have extensive experience in assisting trustees with trust administration and troublesome beneficiaries.
We will help you to get troublesome beneficiaries off your back and see the administration through to the end.
Max Alavi has been recognized as a Super Lawyer, an accolade honoring his exceptional legal expertise and professional accomplishments.
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Successor Trustee's Role
A successor trustee has a clearly defined role in managing and settling an estate. The following are some of the duties of a successor-trustee:
Giving Notice to beneficiaries and other interested parties
Taking Inventory and Identifying trust assets
Appraising and Managing Trust Assets
Giving Notice to beneficiaries and other interested parties
Resolving Creditor claims
Filing tax returns; and
Accounting and Distribution
A personal representative or successor trustee who fails to fulfill his or her fiduciary duty can be removed and held personally liable. If you are being harassed by trust beneficiaries despite your best efforts to administer the trust, let the experienced staff at Max Alavi APC help guide you through the process, file the necessary notices and give you peace of mind.
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SATISFIED CLIENT STORIES
"Superb top tier legal expertise. Max Alavi cuts to the core of a matter with a keen legal mind and discerns what is required under law of the client in their position and what would be the best course of action for the client to take, regardless of whether the firm is retained or is not retained. You want this guy if you need help."
Real Estate Agent
Christine McKinney
"Max Alavi was compassionate, caring, and extremely competent. He studied my complicated Trust/ Will and guided the matter so I received the correct funds. I highly recommend his expertise and integrity."
Sales Agent
Fred Gant
"Really lucked out to have found Alavi & Broyles on my own and subsequently consulted with Max Alavi in a co-trustee dispute. would be honored to be represented in court by this legally expert, wise, knowledgeable, self-composed gentleman. if you are in an unsettling situation, counselor Alavi's calm, polished demeanor is the kind of influence you need to get through troubling times in tight situations."
Teacher
C. M.
"Max is a sensitive and intelligent person. He gave careful thought to my case and I appreciated that. My issue was not an easy one so if you have concerns that you feel uncomfortable about, he will put you at ease."
Musician
Mary Dolphin
"After my husband died, I came to Mr. Alavi for help with my living trust. I am so happy with my decision. Mr. Alavi is an amazing lawyer who is extremely knowledgeable in the field of trusts and probate. He always returned my phone calls within hours of my calling and explained things to me in a way that I could easily understand. Mr. Alavi is exceptionally trustworthy, and I would highly recommend him."
Accountant
Christine B.
"Max Alavi was compassionate, caring and extremely competent. He studied my complicated Trust/ Will and guided the matter so I received the correct funds. I highly recommend his expertise and integrity."
Freelancer
Carol S.
Our Firm Gets Results
The results portrayed below were dependent on the unique facts of each case. The results will differ if based on different facts. We cannot and do not guarante or warranty the results of a particular case. Please contact us for a free consultation on your legal matter.
Successful Defense of a trust amendment in favor or our client trial which resulted in victory for our client and with award of attorney’s fees
$1,000,000.00
Representation of a lifetime income beneficiary of an irrevocable trust against his stepmother and other beneficiaries, which resulted in the outright grant of a commercial property to our client
$3,000,000.00
Successful defense of an exercise of a power of appointment to a trust in favor of our client
$1,000,000.00
Successful defense of surviving wife’s right to maintain her control of trust assets with stepchildren demanding an immediate distribution upon their father’s passing
$6,000,000.00
Successful challenge to an omitted spouse claim and a $20,000.00 settlement to the surviving spouse
$1,500,000.00
Successful defense of a trust amendment, with the judgement of the amendment being upheld in favor of our client. Client retained an gift of
$850,000.00
Victory in a contested spousal property petition in favor of our client
$960,000.00
Successful defense of a contest of a trust amendment, with judgement for the amendment being upheld in favor of our client. Client was able to retain the home that she shared with her late husband worth
$850,000.00
Successful defense of trust amendment in favor of an in-home caretaker and his receipt of the gift
$850,000.00
Defeated attempted trust contest by prevailing on motion for summary judgment, resulting in Client receiving the entire trust estate
$700,000
Max Alavi has been recognized as a Super Lawyer, an accolade honoring his exceptional legal expertise and professional accomplishments.
Max Alavi APC, OC Trusts Lawyer has been named to the Top 100 Registry of Business Leaders And Professionals 2018. Mr. Max Alavi, is recognized as a Super Lawyer in the areas of estate planning, probate and trust and probate litigation.
