Trusts are useful tools for people to distribute assets after they pass away. The trusts holds the assets, which are managed by a trustee. For the most part, there isn’t much that can be done when heirs don’t agree with the terms of the trust; however, there are some situations that might require legal action. We are here to help you determine whether you have any recourse if you feel that the trust isn’t what it is supposed to be. If you do have options, we can help you exercise those.

One specific situation that might require legal action is if the trust creator was in poor mental or physical health when they created or amended the terms of the trust. In these cases, you might be able to call the legal ability of the person to make decisions of this magnitude into question. We can help you determine whether this is possible.

There are other possible issues that might need to be addressed with the trusts. These often pertain to the trustee not doing their duties or issues with the accounting process. While these might seem like minor issues, they can be very serious.

In some cases, the person who is fighting for the trust’s assets isn’t a family member. Nonprofit organizations are often told by supporters that they are included in the estate plan via trust. If the supporter passes away and the nonprofit suddenly finds out it isn’t a beneficiary any longer, legal action might help determine what happened and what can be done for it to get the support it was counting on. We can help in these cases.