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Disputes often arise after an individual dies and their estate is being administered by the named trustee. This is especially the case when there are substantial amounts of money involved or when family conflict is present. These disputes can arise between beneficiaries, between a trustee or other fiduciary and beneficiaries or from third parties. When a dispute arises concerning probate or trust issues, you need the sound and compassionate services of Los Angeles trust litigation attorney Susan B. Geffen.

Most people think that trust disputes only arise when someone has been disinherited. That is not true. Below are some examples of how and why disputes can occur:

  • Disputes between trustees and beneficiaries arising from trust administration, including distribution and accounting issues
  • Claims for breach of fiduciary duty based on trust investments, including failure to diversify and lack of suitability
  • Disputes relating to business interests owned by trusts, including minority shareholder disputes
  • Judicial construction and modification of language in wills and trusts
  • Determination of beneficiaries and heirs
  • Challenges to the validity of a will, including lack of capacity and undue influence and elder abuse
  • Disputes over lifetime transfers
  • Representation of charities serving as trustee or named as trust beneficiaries

When these or other disagreements arise during the probate process for your loved one or another party with which you are connected, you need sound legal advice and spirited, experienced representation. Susan Geffen has over 30 years of experience in probate law, and she can be a formidable advocate on your behalf. Contact her office in Los Angles today for a consultation about your disagreement.

Contested Trusts Lawyer

The probate process that involves distributing a loved one’s estate can often be a complex process, and difficulties can arise between the involved parties. The loved one’s will and certain trusts may be contested for a wide variety of reasons. How the will is administered can also cause disputes, especially if some feel their rights or claims are ignored. Will administrators often have their performance challenged. These are complex legal matters that require a knowledgeable and experienced contested trust lawyer like Susan Geffen.

You should also be aware that there are time limitations for pursuing legal actions to dispute probate matters. While it is always better to register any official complaint to the court before probate is opened, interested parties have 120 days under California law to ask the court to review its ruling on the validity of a will. Other probate matters may have other, even shorter, time limits.

Susan is also a talented and skilled negotiator. These skills are extremely valuable during a contested probate, because many cases can be better resolved through mediation and arbitration. If left to the court to decide, your case may not receive the best resolution or highest reward. It is often more advantageous for Susan to engage the other parties’ attorneys in negotiation to resolve probate and trust disputes. She is well-versed in many advantageous negotiation strategies that may prevent your cause from moving into litigation and court resolution.

However, Susan is an experienced and passionate litigator who is completely prepared to pursue your case through litigation if necessary. She will advise you on the best course of action for your particular circumstances and provide the necessary help and representation for each step of the journey.

Probate and Trust Claims in Redondo Beach

Susan Geffen has earned a reputation in Los Angeles as a compassionate, professional and no-nonsense trust litigation attorney. She will never propose actions that are not needed and will always advocate for what is best for your interests. You can be completely confident in her knowledge and experience in probate and trust litigation matters and that she will advocate vigorously for you case. Contact her Los Angeles law office today for a consultation on probate or trust litigation matters in Beverly Hills and Redondo Beach.

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If you have a case that you would like to have evaluated, a one hour consultation might be a good start. The law offices of Susan B Geffen will review all of the facts with you either over the phone or in person, to help determine if you have a strong case.

Susan Geffen saved my life! An elderly relative was the victim of lottery fraud and was acting as the neighborhood ATM, in total over $200,000. Her legal expertise, compassion, and expertise in geriatrics guided the family through a successful process of care management and understanding. At all times the victim and the family trusted Susan and received compassionate support. Her referrals to other professionals were stellar and her reputation among her peers is impeccable. I recommend her without qualification.

Irene Z., Newport Beach

I could have searched the country and not have found a more capable and qualified person.

Debbie K., Moreno Valley, CA

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Our Clients Reviews

Susan Geffen saved my life! An elderly relative was the victim of lottery fraud and was acting as the neighborhood ATM, in total over $200,000. Her legal expertise, compassion, and expertise in geriatrics guided the family through a successful process of care management and understanding. At all times the victim and the family trusted Susan and received compassionate support. Her referrals to other professionals were stellar and her reputation among her peers is impeccable. I recommend her without qualification.
Irene Z., Newport Beach
After moving my 88 year old mom from Chicago to California, I was looking for a competent attorney to review and make some minor changes to her living trust. Susan B. Geffen has a wonderful “desk side” manner with her elderly clients and even helped my mom recover $3,000 that her prior attorney in Chicago refused to release from escrow of the sale of her home 2 years ago. I would highly recommend Susan B Geffen’s services to anyone dealing with elderly parents.
D’Marie C., Hermosa Beach, CA
My parents and I retained Susan Geffen’s legal services to navigate through the Medi-Cal process and to preserve my parent’s assets. The process was long and hard, but Susan hung in there with us, even when my parents seemed reluctant and indecisive. Susan showed her professionalism and concern for the elderly by continuing to provide legal services and guidance without payment during a period between the two phases of our journey. I would recommend Susan to anyone in need of legal services relating to the elderly and elder care.
Rick Y., Torrance, CA
When my wife of 53 years suddenly became terminally ill, I asked Susan B. Geffen to provide assistance with new wills and trust documents on short notice. She worked diligently and completed the requisite documents in record time. She also provided in-valuable advice concerning bequests and gathering information for estate tax filings.
Steve K., Rancho Palos Verdes
I highly recommend her for estate planning and elder law questions.
Mike A., Rancho Palos Verdes, CA
I could have searched the country and not have found a more capable and qualified person.
Debbie K., Moreno Valley, CA