Disputes often arise after an individual dies and their estate is being administered by the named trustee. This is especially so when 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. Most people think that trust disputes only arise when someone has been disinherited. That is not true. Below are some examples of how and what disputes arise over.

  • 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

Medi-Cal Planning & Asset Protection

The Law offices of Susan B Geffen can guide you through the complicated process of applying for Medi-Cal. We regularly work with families that are concerned about the high cost of caring for an elderly relative and wishing to avoid Medi-Cal recovery from the estate.

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Estate Planning (Living Trusts, Wills)

The Law offices of Susan B Geffen has helped hundred of families protect the assets they have worked a lifetime to acquire. We can help make sure your home and other property is properly distributed to your heirs and avoids probate. This also helps avoid family infighting over inheritance distributions.

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Probate

The Law Offices of Susan B. Geffen can help you with probate in Los Angeles and South Bay Area. Probate is the first step in the legal process of administering the estate of a deceased person, resolving all claims and distributing the deceased person’s property under a will.

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Conservatorships

Susan B Geffen Law Offices can also help with a conservatorship if the circumstances call for it. A Conservatorship is created when the Court appoints a Conservator to protect the proposed Conservatee from serious health problems and/or from undue influence in financial matters. Conservatorships are often created due to an elderly person suffering from Alzheimer's or a stroke.

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Nursing Home Abuse Attorney

Susan B. Geffen has been looking out for the elderly for over 25 years as an elder law attorney, gerontologist, and former law professor. She is the author of the book, “Take That Nursing Home and Shove It!”

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Trust Litigation

Susan B. Geffen has been looking out for the elderly for over 25 years as an elder law attorney, gerontologist, and former law professor. She is the author of the book, “Take That Nursing Home and Shove It!”

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Special Needs Trust Planning

Susan B. Geffen has been looking out for the elderly for over 25 years as an elder law attorney, gerontologist, and former law professor. She is the author of the book, “Take That Nursing Home and Shove It!”

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As an attorney who often is in the position of hiring co-counsel, I am able to quickly evaluate other lawyers to determine if I want to engage them. This time, I needed to find a lawyer for a personal matter. After speaking with several attorneys in this area, I decided to see if I could meet with Susan Geffen. I was able to set up an appointment and meet with her right away and she was outstanding! My meeting with Susan was more productive than all the previous meetings combined and Susan gave practical yet caring advice and then laid out all the options in a clear manner. Not only does she have a solid grasp of the laws and regulations in this area but her legal knowledge is supplemented by her in-depth understanding of the emotional and practical aspects of implementing a plan, which is often overlooked or not properly considered. Most importantly, Susan was the only attorney I spoke with who did not propose additional work that I believe was unnecessary to accomplish our goals.

Anp P.

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Call Susan today (888) 422-6070 or send her a message by filling out the form below.