Trust Disputes

Your Steadfast Advocate During A Trust Dispute

When family legacies and assets are at stake, not all conflicts can be prevented with a sound estate plan. If you are embroiled in a trust dispute, it is critical to have a steadfast legal advocate to defend your interests.

At Simon Law, we have helped clients find straightforward solutions to complex legal problems that threaten their financial welfare and personal relationships. Our founding attorney, David Simon, is a seasoned estate planning lawyer and trial-tested litigator. Whether you are contesting a trust or defending against this action, we will move swiftly to resolve your legal issue.

Putting Our Experience To Work For You

David Simon has substantial experience with trust law. He has written and helped clients administer a variety of estate planning instruments, including irrevocable trusts, revocable trusts, special needs trusts and charitable trusts. He is well-versed in the fiduciary duties that trustees must fulfill to comply with California laws.

We put this experience to work for you when we handle disputes relating to:

  • Breach of fiduciary duty, including self-dealing and fund mismanagement
  • Undue influence or coercion
  • The grantor’s mental incapacitation
  • Improper drafting or funding of the trust
  • Forged trust documents

Because trust litigation is such a complex area of law, few estate planning attorneys are qualified to represent beneficiaries, fiduciaries and trustees in these types of conflicts. David Simon is. An adept negotiator and accomplished litigator, he creates aggressive strategies that support your side.

We understand that trust disputes can have a lasting, negative effect on your emotional and financial well-being. As your legal ally, we strive to resolve your matter as promptly and privately as possible.

Begin Searching For Solutions Today

Contact our legal team in Walnut Creek or San Francisco to share your estate planning or trust concerns with us. You can reach us easily to schedule your consultation when you call (415) 523-7847 or complete our online contact form.